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 | $140,111 | $60,892+130.1% | $82,389+70.1% | $84,808+65.2% |
| Participation rate | 93.0% | 63.3%+29.8pp | 69.5%+23.5pp | 68.3%+24.7pp |
| Annual return | 14.26% | 37.29%-23.0pp | 28.67%-14.4pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,217 | $1,779+24.6% | $2,517-11.9% | $2,631-15.7% |
| Participant deferral / active EE | $3,600 | $3,179+13.3% | $4,155-13.3% | $4,212-14.5% |
| Admin fee / account holder | $8,756 | $5,467+60.1% | $7,231+21.1% | $7,344+19.2% |