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 | $146,587 | $101,724+44.1% | $164,813-11.1% | $80,856+81.3% |
| Participation rate | 71.2% | 71.8%-0.6pp | 78.6%-7.4pp | 67.6%+3.5pp |
| Annual return | 10.62% | 16.72%-6.1pp | 69.93%-59.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,528 | $2,953-14.4% | $4,341-41.8% | $2,755-8.2% |
| Participant deferral / active EE | $5,736 | $4,477+28.1% | $6,031-4.9% | $4,296+33.5% |
| Admin fee / account holder | $17,695 | $8,227+115.1% | $12,690+39.4% | $6,918+155.8% |