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 | $176,187 | $53,596+228.7% | $90,645+94.4% | $64,186+174.5% |
| Participation rate | 97.6% | 64.5%+33.1pp | 74.0%+23.6pp | 69.6%+28.0pp |
| Annual return | 12.87% | 4.41%+8.5pp | 1.88%+11.0pp | 7.63%+5.2pp |
| Employer contribution / active EE | $1,386 | $1,503-7.8% | $2,532-45.3% | $2,381-41.8% |
| Participant deferral / active EE | $7,367 | $2,459+199.6% | $3,425+115.1% | $3,470+112.3% |
| Admin fee / account holder | $1,051 | $3,868-72.8% | $4,994-78.9% | $4,888-78.5% |