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 | $166,124 | $109,881+51.2% | $150,045+10.7% | $84,808+95.9% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.5pp | 68.3%+29.5pp |
| Annual return | 15.74% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,526 | $3,561-29.1% | $4,693-46.2% | $2,631-4.0% |
| Participant deferral / active EE | $10,826 | $6,636+63.1% | $7,997+35.4% | $4,212+157.0% |
| Admin fee / account holder | $18,383 | $8,568+114.6% | $13,435+36.8% | $7,344+150.3% |