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 | $164,340 | $109,413+50.2% | $156,263+5.2% | $84,808+93.8% |
| Participation rate | 89.2% | 72.7%+16.5pp | 78.9%+10.3pp | 68.3%+20.9pp |
| Annual return | 13.26% | 20.18%-6.9pp | 59.47%-46.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,124 | $2,907+7.5% | $4,333-27.9% | $2,631+18.7% |
| Participant deferral / active EE | $5,428 | $4,590+18.3% | $6,158-11.9% | $4,212+28.9% |
| Admin fee / account holder | $1,886 | $9,357-79.8% | $14,255-86.8% | $7,344-74.3% |