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 | $182,094 | $93,571+94.6% | $135,903+34.0% | $75,163+142.3% |
| Participation rate | 73.5% | 75.2%-1.7pp | 81.9%-8.4pp | 67.2%+6.3pp |
| Annual return | 17.51% | 30.90%-13.4pp | 68.23%-50.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $4,505 | $3,537+27.4% | $4,856-7.2% | $2,670+68.7% |
| Participant deferral / active EE | $8,517 | $6,404+33.0% | $7,758+9.8% | $4,125+106.5% |
| Admin fee / account holder | $7,100 | $6,975+1.8% | $10,762-34.0% | $5,651+25.6% |