See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,752 | $109,881+54.5% | $150,045+13.1% | $84,808+100.2% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 16.42% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,488 | $3,561-30.1% | $4,693-47.0% | $2,631-5.4% |
| Participant deferral / active EE | $4,823 | $6,636-27.3% | $7,997-39.7% | $4,212+14.5% |
| Admin fee / account holder | $6,899 | $8,568-19.5% | $13,435-48.6% | $7,344-6.1% |