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 | $159,067 | $109,881+44.8% | $150,045+6.0% | $84,808+87.6% |
| Participation rate | 92.9% | 76.1%+16.8pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 18.70% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,962 | $3,561+11.3% | $4,693-15.6% | $2,631+50.6% |
| Participant deferral / active EE | $6,043 | $6,636-8.9% | $7,997-24.4% | $4,212+43.5% |
| Admin fee / account holder | $3,794 | $8,568-55.7% | $13,435-71.8% | $7,344-48.3% |