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 | $187,657 | $72,492+158.9% | $87,100+115.4% | $72,985+157.1% |
| Participation rate | 95.3% | 72.8%+22.5pp | 76.9%+18.5pp | 69.5%+25.9pp |
| Annual return | 22.10% | 24.46%-2.4pp | 28.19%-6.1pp | 81.00%-58.9pp |
| Employer contribution / active EE | $3,488 | $1,894+84.2% | $2,521+38.4% | $2,440+43.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,651 | $5,055-47.6% | $7,497-64.6% | $5,124-48.3% |