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 | $174,678 | $94,625+84.6% | $116,228+50.3% | $84,808+106.0% |
| Participation rate | 73.8% | 70.4%+3.4pp | 74.6%-0.7pp | 68.3%+5.5pp |
| Annual return | 14.20% | 20.40%-6.2pp | 90.06%-75.9pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,315 | $2,347+41.3% | $2,994+10.7% | $2,631+26.0% |
| Participant deferral / active EE | $6,784 | $3,972+70.8% | $4,953+37.0% | $4,212+61.1% |
| Admin fee / account holder | $4,678 | $10,091-53.6% | $11,989-61.0% | $7,344-36.3% |