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 | $182,998 | $148,978+22.8% | $200,582-8.8% | $84,808+115.8% |
| Participation rate | 94.0% | 84.2%+9.8pp | 86.9%+7.1pp | 68.3%+25.7pp |
| Annual return | 16.86% | 28.16%-11.3pp | 42.33%-25.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4,090 | $4,815-15.0% | $6,419-36.3% | $2,631+55.5% |
| Participant deferral / active EE | $9,902 | $7,142+38.6% | $9,331+6.1% | $4,212+135.1% |
| Admin fee / account holder | $2,307 | $13,977-83.5% | $16,305-85.9% | $7,344-68.6% |