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 | $169,453 | $93,571+81.1% | $135,903+24.7% | $75,163+125.4% |
| Participation rate | 94.3% | 75.2%+19.2pp | 81.9%+12.4pp | 67.2%+27.1pp |
| Annual return | 18.02% | 30.90%-12.9pp | 68.23%-50.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $4,294 | $3,537+21.4% | $4,856-11.6% | $2,670+60.8% |
| Participant deferral / active EE | $8,792 | $6,404+37.3% | $7,758+13.3% | $4,125+113.1% |
| Admin fee / account holder | $4,914 | $6,975-29.6% | $10,762-54.3% | $5,651-13.0% |