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 | $186,287 | $94,625+96.9% | $116,228+60.3% | $84,808+119.7% |
| Participation rate | 81.6% | 70.4%+11.1pp | 74.6%+7.0pp | 68.3%+13.3pp |
| Annual return | 12.88% | 20.40%-7.5pp | 90.06%-77.2pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,786 | $2,347-23.9% | $2,994-40.4% | $2,631-32.1% |
| Participant deferral / active EE | $3,123 | $3,972-21.4% | $4,953-36.9% | $4,212-25.8% |
| Admin fee / account holder | $11,398 | $10,091+13.0% | $11,989-4.9% | $7,344+55.2% |