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 | $168,727 | $109,881+53.6% | $150,045+12.5% | $84,808+99.0% |
| Participation rate | 76.5% | 76.1%+0.4pp | 82.3%-5.9pp | 68.3%+8.2pp |
| Annual return | 15.90% | 28.25%-12.3pp | 62.55%-46.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,315 | $3,561-6.9% | $4,693-29.4% | $2,631+26.0% |
| Participant deferral / active EE | $3,518 | $6,636-47.0% | $7,997-56.0% | $4,212-16.5% |
| Admin fee / account holder | $8,298 | $8,568-3.1% | $13,435-38.2% | $7,344+13.0% |