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 | $202,431 | $109,413+85.0% | $156,263+29.5% | $84,808+138.7% |
| Participation rate | 92.3% | 72.7%+19.6pp | 78.9%+13.4pp | 68.3%+24.0pp |
| Annual return | 13.08% | 20.18%-7.1pp | 59.47%-46.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,130 | $2,907-61.1% | $4,333-73.9% | $2,631-57.1% |
| Participant deferral / active EE | $5,570 | $4,590+21.4% | $6,158-9.6% | $4,212+32.3% |
| Admin fee / account holder | $7,955 | $9,357-15.0% | $14,255-44.2% | $7,344+8.3% |