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 | $180,634 | $95,803+88.5% | $113,168+59.6% | $84,808+113.0% |
| Participation rate | 75.6% | 72.9%+2.7pp | 76.6%-1.0pp | 68.3%+7.3pp |
| Annual return | 15.27% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,700 | $2,360+56.8% | $2,975+24.4% | $2,631+40.6% |
| Participant deferral / active EE | $9,762 | $4,242+130.1% | $5,107+91.1% | $4,212+131.8% |
| Admin fee / account holder | $15,509 | $8,989+72.5% | $12,068+28.5% | $7,344+111.2% |