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 | $166,874 | $80,673+106.9% | $101,326+64.7% | $84,808+96.8% |
| Participation rate | 85.2% | 77.8%+7.4pp | 81.5%+3.7pp | 68.3%+16.9pp |
| Annual return | 16.94% | 38.95%-22.0pp | 36.82%-19.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,882 | $2,698+6.8% | $3,665-21.4% | $2,631+9.6% |
| Participant deferral / active EE | $9,043 | $6,840+32.2% | $7,994+13.1% | $4,212+114.7% |
| Admin fee / account holder | $10,345 | $12,784-19.1% | $11,185-7.5% | $7,344+40.9% |