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 7-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 | $176,109 | $74,927+135.0% | $101,794+73.0% | $84,808+107.7% |
| Participation rate | 79.5% | 61.4%+18.1pp | 69.2%+10.3pp | 68.3%+11.2pp |
| Annual return | 17.85% | 18.70%-0.8pp | 30.53%-12.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,316 | $1,522+52.2% | $2,289+1.2% | $2,631-12.0% |
| Participant deferral / active EE | $4,011 | $3,099+29.4% | $4,084-1.8% | $4,212-4.8% |
| Admin fee / account holder | $5,319 | $6,514-18.3% | $8,777-39.4% | $7,344-27.6% |