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 | $168,487 | $109,881+53.3% | $150,045+12.3% | $84,808+98.7% |
| Participation rate | 91.9% | 76.1%+15.8pp | 82.3%+9.6pp | 68.3%+23.6pp |
| Annual return | 15.06% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,768 | $3,561-22.3% | $4,693-41.0% | $2,631+5.2% |
| Participant deferral / active EE | $7,671 | $6,636+15.6% | $7,997-4.1% | $4,212+82.1% |
| Admin fee / account holder | $10,709 | $8,568+25.0% | $13,435-20.3% | $7,344+45.8% |