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 | $173,748 | $109,881+58.1% | $150,045+15.8% | $84,808+104.9% |
| Participation rate | 89.7% | 76.1%+13.7pp | 82.3%+7.4pp | 68.3%+21.4pp |
| Annual return | 15.73% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,884 | $3,561-47.1% | $4,693-59.8% | $2,631-28.4% |
| Participant deferral / active EE | $10,970 | $6,636+65.3% | $7,997+37.2% | $4,212+160.5% |
| Admin fee / account holder | $22,319 | $8,568+160.5% | $13,435+66.1% | $7,344+203.9% |