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 | $137,952 | $77,503+78.0% | $100,391+37.4% | $80,856+70.6% |
| Participation rate | 81.3% | 76.9%+4.3pp | 81.5%-0.2pp | 67.6%+13.6pp |
| Annual return | 13.79% | 37.20%-23.4pp | 49.20%-35.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,158 | $2,801+12.7% | $3,942-19.9% | $2,755+14.6% |
| Participant deferral / active EE | $6,162 | $6,820-9.6% | $8,082-23.8% | $4,296+43.4% |
| Admin fee / account holder | $5,375 | $5,897-8.9% | $7,899-32.0% | $6,918-22.3% |