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 | $149,187 | $58,512+155.0% | $84,015+77.6% | $72,985+104.4% |
| Participation rate | 83.3% | 61.2%+22.1pp | 69.0%+14.3pp | 69.5%+13.8pp |
| Annual return | 21.74% | 28.93%-7.2pp | 71.31%-49.6pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,392 | $1,163+19.7% | $1,983-29.8% | $2,440-42.9% |
| Participant deferral / active EE | $5,400 | $2,394+125.6% | $3,239+66.7% | $3,607+49.7% |
| Admin fee / account holder | $4,387 | $4,569-4.0% | $6,101-28.1% | $5,124-14.4% |