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 | $172,522 | $83,477+106.7% | $125,175+37.8% | $72,985+136.4% |
| Participation rate | 92.1% | 73.3%+18.8pp | 79.8%+12.3pp | 69.5%+22.6pp |
| Annual return | 23.25% | 25.78%-2.5pp | 43.79%-20.5pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,545 | $2,345-34.1% | $3,865-60.0% | $2,440-36.7% |
| Participant deferral / active EE | $9,233 | $3,585+157.5% | $4,937+87.0% | $3,607+156.0% |
| Admin fee / account holder | $1,365 | $5,517-75.3% | $9,702-85.9% | $5,124-73.4% |