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 | $167,449 | $109,881+52.4% | $150,045+11.6% | $84,808+97.4% |
| Participation rate | 85.1% | 76.1%+9.0pp | 82.3%+2.8pp | 68.3%+16.8pp |
| Annual return | 18.30% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,708 | $3,561-24.0% | $4,693-42.3% | $2,631+2.9% |
| Participant deferral / active EE | $9,580 | $6,636+44.4% | $7,997+19.8% | $4,212+127.5% |
| Admin fee / account holder | $3,531 | $8,568-58.8% | $13,435-73.7% | $7,344-51.9% |