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 | $176,063 | $72,492+142.9% | $87,100+102.1% | $72,985+141.2% |
| Participation rate | 84.8% | 72.8%+12.0pp | 76.9%+7.9pp | 69.5%+15.3pp |
| Annual return | 22.87% | 24.46%-1.6pp | 28.19%-5.3pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,226 | $1,894+17.5% | $2,521-11.7% | $2,440-8.8% |
| Participant deferral / active EE | $7,446 | $3,270+127.7% | $4,049+83.9% | $3,607+106.4% |
| Admin fee / account holder | $5,423 | $5,055+7.3% | $7,497-27.7% | $5,124+5.8% |