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 | $159,132 | $109,881+44.8% | $150,045+6.1% | $84,808+87.6% |
| Participation rate | 91.7% | 76.1%+15.6pp | 82.3%+9.3pp | 68.3%+23.4pp |
| Annual return | 16.94% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $8,251 | $3,561+131.7% | $4,693+75.8% | $2,631+213.6% |
| Participant deferral / active EE | $8,597 | $6,636+29.6% | $7,997+7.5% | $4,212+104.1% |
| Admin fee / account holder | $9,866 | $8,568+15.1% | $13,435-26.6% | $7,344+34.3% |