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 3-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 | $176,304 | $52,903+233.3% | $73,307+140.5% | $59,632+195.7% |
| Participation rate | 75.3% | 68.2%+7.1pp | 74.9%+0.4pp | 68.7%+6.6pp |
| Annual return | 1.20% | 12.20%-11.0pp | 5.67%-4.5pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $9,001 | $1,909+371.6% | $3,237+178.0% | $2,203+308.6% |
| Participant deferral / active EE | $5,983 | $4,069+47.0% | $4,991+19.9% | $3,192+87.5% |
| Admin fee / account holder | $2,557 | $3,834-33.3% | $5,637-54.6% | $4,297-40.5% |