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 | $171,208 | $109,881+55.8% | $150,045+14.1% | $84,808+101.9% |
| Participation rate | 89.7% | 76.1%+13.6pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 16.71% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,105 | $3,561-12.8% | $4,693-33.8% | $2,631+18.0% |
| Participant deferral / active EE | $7,958 | $6,636+19.9% | $7,997-0.5% | $4,212+89.0% |
| Admin fee / account holder | $24,277 | $8,568+183.3% | $13,435+80.7% | $7,344+230.6% |