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 | $172,842 | $76,552+125.8% | $123,892+39.5% | $62,891+174.8% |
| Participation rate | 86.7% | 73.0%+13.7pp | 81.4%+5.3pp | 69.3%+17.4pp |
| Annual return | 6.23% | 18.68%-12.4pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $724 | $2,883-74.9% | $4,617-84.3% | $2,281-68.2% |
| Participant deferral / active EE | $6,912 | $4,840+42.8% | $5,984+15.5% | $3,203+115.8% |
| Admin fee / account holder | $9,106 | $4,826+88.7% | $8,357+9.0% | $4,296+112.0% |