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 | $166,553 | $87,841+89.6% | $133,980+24.3% | $62,891+164.8% |
| Participation rate | 96.2% | 83.4%+12.8pp | 87.1%+9.1pp | 69.3%+26.8pp |
| Annual return | 8.67% | 12.05%-3.4pp | 29.30%-20.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $3,032 | $3,483-13.0% | $5,211-41.8% | $2,281+32.9% |
| Participant deferral / active EE | $9,419 | $4,812+95.7% | $6,282+49.9% | $3,203+194.1% |
| Admin fee / account holder | $3,503 | $5,371-34.8% | $9,324-62.4% | $4,296-18.5% |