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 | $158,273 | $83,477+89.6% | $125,175+26.4% | $72,985+116.9% |
| Participation rate | 85.4% | 73.3%+12.1pp | 79.8%+5.6pp | 69.5%+15.9pp |
| Annual return | 19.95% | 25.78%-5.8pp | 43.79%-23.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $2,259 | $2,345-3.7% | $3,865-41.6% | $2,440-7.4% |
| Participant deferral / active EE | $5,912 | $3,585+64.9% | $4,937+19.8% | $3,607+63.9% |
| Admin fee / account holder | $1,173 | $5,517-78.7% | $9,702-87.9% | $5,124-77.1% |