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 | $156,354 | $94,625+65.2% | $116,228+34.5% | $84,808+84.4% |
| Participation rate | 97.7% | 70.4%+27.2pp | 74.6%+23.1pp | 68.3%+29.4pp |
| Annual return | 13.85% | 20.40%-6.6pp | 90.06%-76.2pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,130 | $2,347-9.2% | $2,994-28.9% | $2,631-19.0% |
| Participant deferral / active EE | $5,458 | $3,972+37.4% | $4,953+10.2% | $4,212+29.6% |
| Admin fee / account holder | $3,663 | $10,091-63.7% | $11,989-69.4% | $7,344-50.1% |