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 | $164,410 | $89,652+83.4% | $141,162+16.5% | $65,185+152.2% |
| Participation rate | 89.9% | 74.7%+15.2pp | 82.5%+7.4pp | 70.2%+19.7pp |
| Annual return | 24.21% | 32.79%-8.6pp | 71.39%-47.2pp | 29.38%-5.2pp |
| Employer contribution / active EE | $2,875 | $3,065-6.2% | $4,735-39.3% | $2,177+32.1% |
| Participant deferral / active EE | $7,432 | $5,691+30.6% | $6,709+10.8% | $3,514+111.5% |
| Admin fee / account holder | $2,149 | $569+277.9% | $10,261-79.1% | $847+153.6% |