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 | $128,392 | $60,349+112.7% | $74,183+73.1% | $62,891+104.1% |
| Participation rate | 90.0% | 72.7%+17.3pp | 76.6%+13.4pp | 69.3%+20.7pp |
| Annual return | 9.13% | 21.37%-12.2pp | 17.74%-8.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,941 | $1,680+15.5% | $2,370-18.1% | $2,281-14.9% |
| Participant deferral / active EE | $3,574 | $2,856+25.1% | $3,550+0.7% | $3,203+11.6% |
| Admin fee / account holder | $1,678 | $4,261-60.6% | $5,586-70.0% | $4,296-60.9% |