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 | $138,965 | $58,512+137.5% | $84,015+65.4% | $72,985+90.4% |
| Participation rate | 87.0% | 61.2%+25.8pp | 69.0%+18.0pp | 69.5%+17.5pp |
| Annual return | 22.95% | 28.93%-6.0pp | 71.31%-48.4pp | 81.00%-58.1pp |
| Employer contribution / active EE | $952 | $1,163-18.2% | $1,983-52.0% | $2,440-61.0% |
| Participant deferral / active EE | $4,943 | $2,394+106.5% | $3,239+52.6% | $3,607+37.0% |
| Admin fee / account holder | $8,736 | $4,569+91.2% | $6,101+43.2% | $5,124+70.5% |