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 | $158,561 | $83,477+89.9% | $125,175+26.7% | $72,985+117.3% |
| Participation rate | 81.1% | 73.3%+7.8pp | 79.8%+1.3pp | 69.5%+11.6pp |
| Annual return | 23.93% | 25.78%-1.8pp | 43.79%-19.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,557 | $2,345+9.0% | $3,865-33.8% | $2,440+4.8% |
| Participant deferral / active EE | $4,693 | $3,585+30.9% | $4,937-4.9% | $3,607+30.1% |
| Admin fee / account holder | $2,094 | $5,517-62.0% | $9,702-78.4% | $5,124-59.1% |