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 | $152,678 | $80,717+89.2% | $154,803-1.4% | $84,808+80.0% |
| Participation rate | 83.6% | 66.8%+16.8pp | 78.1%+5.5pp | 68.3%+15.3pp |
| Annual return | 13.67% | 37.96%-24.3pp | 58.88%-45.2pp | 40.90%-27.2pp |
| Employer contribution / active EE | $7,985 | $2,761+189.2% | $4,305+85.5% | $2,631+203.5% |
| Participant deferral / active EE | $4,767 | $3,303+44.3% | $5,540-14.0% | $4,212+13.2% |
| Admin fee / account holder | $2,931 | $6,746-56.6% | $14,329-79.5% | $7,344-60.1% |