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 | $168,239 | $109,881+53.1% | $150,045+12.1% | $84,808+98.4% |
| Participation rate | 85.4% | 76.1%+9.3pp | 82.3%+3.1pp | 68.3%+17.1pp |
| Annual return | 15.14% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,764 | $3,561-22.4% | $4,693-41.1% | $2,631+5.1% |
| Participant deferral / active EE | $8,776 | $6,636+32.3% | $7,997+9.7% | $4,212+108.4% |
| Admin fee / account holder | $9,456 | $8,568+10.4% | $13,435-29.6% | $7,344+28.8% |