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 | $175,726 | $109,881+59.9% | $150,045+17.1% | $84,808+107.2% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 19.31% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $5,131 | $3,561+44.1% | $4,693+9.3% | $2,631+95.0% |
| Participant deferral / active EE | $6,481 | $6,636-2.3% | $7,997-19.0% | $4,212+53.9% |
| Admin fee / account holder | $1,734 | $8,568-79.8% | $13,435-87.1% | $7,344-76.4% |