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 | $161,589 | $80,717+100.2% | $154,803+4.4% | $84,808+90.5% |
| Participation rate | 87.5% | 66.8%+20.7pp | 78.1%+9.4pp | 68.3%+19.2pp |
| Annual return | 17.15% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,760 | $2,761-36.2% | $4,305-59.1% | $2,631-33.1% |
| Participant deferral / active EE | $4,341 | $3,303+31.4% | $5,540-21.7% | $4,212+3.1% |
| Admin fee / account holder | $5,941 | $6,746-11.9% | $14,329-58.5% | $7,344-19.1% |