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 | $147,408 | $109,881+34.2% | $150,045-1.8% | $84,808+73.8% |
| Participation rate | 91.4% | 76.1%+15.3pp | 82.3%+9.1pp | 68.3%+23.1pp |
| Annual return | 15.17% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $4,183 | $3,561+17.5% | $4,693-10.9% | $2,631+59.0% |
| Participant deferral / active EE | $9,816 | $6,636+47.9% | $7,997+22.7% | $4,212+133.1% |
| Admin fee / account holder | $1,980 | $8,568-76.9% | $13,435-85.3% | $7,344-73.0% |