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 | $185,973 | $73,981+151.4% | $105,722+75.9% | $62,891+195.7% |
| Participation rate | 81.5% | 71.7%+9.8pp | 78.9%+2.6pp | 69.3%+12.2pp |
| Annual return | 6.36% | 17.60%-11.2pp | 12.25%-5.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,098 | $2,856-61.6% | $4,079-73.1% | $2,281-51.9% |
| Participant deferral / active EE | $10,558 | $4,038+161.4% | $5,326+98.2% | $3,203+229.6% |
| Admin fee / account holder | $616 | $5,976-89.7% | $8,308-92.6% | $4,296-85.7% |