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 | $148,657 | $72,492+105.1% | $87,100+70.7% | $72,985+103.7% |
| Participation rate | 87.2% | 72.8%+14.4pp | 76.9%+10.4pp | 69.5%+17.7pp |
| Annual return | 20.86% | 24.46%-3.6pp | 28.19%-7.3pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,542 | $1,894+34.2% | $2,521+0.8% | $2,440+4.2% |
| Participant deferral / active EE | $8,657 | $3,270+164.8% | $4,049+113.8% | $3,607+140.0% |
| Admin fee / account holder | $1,384 | $5,055-72.6% | $7,497-81.5% | $5,124-73.0% |