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 | $180,897 | $82,032+120.5% | $123,104+46.9% | $59,632+203.4% |
| Participation rate | 83.9% | 83.2%+0.7pp | 86.8%-2.9pp | 68.7%+15.2pp |
| Annual return | 2.45% | 5.12%-2.7pp | 13.22%-10.8pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $6,268 | $3,297+90.1% | $5,151+21.7% | $2,203+184.6% |
| Participant deferral / active EE | $2,574 | $4,667-44.8% | $6,230-58.7% | $3,192-19.4% |
| Admin fee / account holder | $6,980 | $5,881+18.7% | $9,015-22.6% | $4,297+62.5% |