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 | $167,679 | $91,552+83.2% | $133,956+25.2% | $79,858+110.0% |
| Participation rate | 93.6% | 73.3%+20.3pp | 79.8%+13.8pp | 69.6%+24.0pp |
| Annual return | 14.54% | 61.85%-47.3pp | 45.09%-30.6pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,931 | $2,384+22.9% | $3,919-25.2% | $2,471+18.6% |
| Participant deferral / active EE | $1,741 | $3,733-53.4% | $5,048-65.5% | $3,740-53.5% |
| Admin fee / account holder | $5,309 | $6,321-16.0% | $8,927-40.5% | $5,3060% |