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 | $186,438 | $80,717+131.0% | $154,803+20.4% | $84,808+119.8% |
| Participation rate | 89.3% | 66.8%+22.5pp | 78.1%+11.2pp | 68.3%+21.0pp |
| Annual return | 18.39% | 37.96%-19.6pp | 58.88%-40.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,809 | $2,761+1.7% | $4,305-34.8% | $2,631+6.8% |
| Participant deferral / active EE | $5,478 | $3,303+65.8% | $5,540-1.1% | $4,212+30.1% |
| Admin fee / account holder | $6,977 | $6,746+3.4% | $14,329-51.3% | $7,344-5.0% |