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 | $180,132 | $148,978+20.9% | $200,582-10.2% | $84,808+112.4% |
| Participation rate | 96.7% | 84.2%+12.5pp | 86.9%+9.8pp | 68.3%+28.4pp |
| Annual return | 15.95% | 28.16%-12.2pp | 42.33%-26.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $7,297 | $4,815+51.5% | $6,419+13.7% | $2,631+177.3% |
| Participant deferral / active EE | $9,517 | $7,142+33.3% | $9,331+2.0% | $4,212+126.0% |
| Admin fee / account holder | $4,072 | $13,977-70.9% | $16,305-75.0% | $7,344-44.6% |