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 | $82,417 | $24,730+233.3% | $66,042+24.8% | $84,808-2.8% |
| Participation rate | 89.3% | 68.1%+21.2pp | 67.5%+21.8pp | 68.3%+21.0pp |
| Annual return | 18.05% | 79.55%-61.5pp | 52.11%-34.1pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,566 | $857+199.5% | $1,579+62.5% | $2,631-2.5% |
| Participant deferral / active EE | $3,348 | $1,737+92.8% | $2,835+18.1% | $4,212-20.5% |
| Admin fee / account holder | $2,540 | $3,014-15.7% | $5,747-55.8% | $7,344-65.4% |