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 | $156,732 | $109,881+42.6% | $150,045+4.5% | $84,808+84.8% |
| Participation rate | 97.4% | 76.1%+21.4pp | 82.3%+15.1pp | 68.3%+29.1pp |
| Annual return | 17.67% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,774 | $3,561+6.0% | $4,693-19.6% | $2,631+43.4% |
| Participant deferral / active EE | $9,750 | $6,636+46.9% | $7,997+21.9% | $4,212+131.5% |
| Admin fee / account holder | $2,091 | $8,568-75.6% | $13,435-84.4% | $7,344-71.5% |