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 | $150,680 | $80,673+86.8% | $101,326+48.7% | $84,808+77.7% |
| Participation rate | 80.0% | 77.8%+2.2pp | 81.5%-1.5pp | 68.3%+11.7pp |
| Annual return | 15.46% | 38.95%-23.5pp | 36.82%-21.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,719 | $2,698-36.3% | $3,665-53.1% | $2,631-34.7% |
| Participant deferral / active EE | $5,754 | $6,840-15.9% | $7,994-28.0% | $4,212+36.6% |
| Admin fee / account holder | $6,513 | $12,784-49.1% | $11,185-41.8% | $7,344-11.3% |