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 | $171,744 | $109,881+56.3% | $150,045+14.5% | $84,808+102.5% |
| Participation rate | 97.3% | 76.1%+21.2pp | 82.3%+15.0pp | 68.3%+29.0pp |
| Annual return | 23.09% | 28.25%-5.2pp | 62.55%-39.5pp | 40.90%-17.8pp |
| Employer contribution / active EE | $2,743 | $3,561-23.0% | $4,693-41.5% | $2,631+4.3% |
| Participant deferral / active EE | $9,728 | $6,636+46.6% | $7,997+21.6% | $4,212+131.0% |
| Admin fee / account holder | $3,209 | $8,568-62.5% | $13,435-76.1% | $7,344-56.3% |