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 | $183,584 | $101,724+80.5% | $164,813+11.4% | $80,856+127.0% |
| Participation rate | 84.0% | 71.8%+12.2pp | 78.6%+5.4pp | 67.6%+16.4pp |
| Annual return | 16.59% | 16.72%-0.1pp | 69.93%-53.3pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,765 | $2,953-6.4% | $4,341-36.3% | $2,755+0.4% |
| Participant deferral / active EE | $5,939 | $4,477+32.6% | $6,031-1.5% | $4,296+38.2% |
| Admin fee / account holder | $12,442 | $8,227+51.2% | $12,690-2.0% | $6,918+79.8% |