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 | $153,475 | $76,552+100.5% | $123,892+23.9% | $62,891+144.0% |
| Participation rate | 94.3% | 73.0%+21.3pp | 81.4%+12.9pp | 69.3%+25.0pp |
| Annual return | 8.82% | 18.68%-9.9pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $730 | $2,883-74.7% | $4,617-84.2% | $2,281-68.0% |
| Participant deferral / active EE | $9,477 | $4,840+95.8% | $5,984+58.4% | $3,203+195.9% |
| Admin fee / account holder | $3,038 | $4,826-37.0% | $8,357-63.6% | $4,296-29.3% |