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 | $179,587 | $111,535+61.0% | $105,223+70.7% | $137,256+30.8% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | 13.74% | 237.85%-224.1pp | 180.65%-166.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,774 | $3,939-55.0% | $3,689-51.9% | $4,156-57.3% |
| Participant deferral / active EE | $5,986 | $5,500+8.8% | $5,072+18.0% | $6,407-6.6% |
| Admin fee / account holder | $4,854 | $9,721-50.1% | $8,859-45.2% | $12,270-60.4% |