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 | $159,790 | $77,503+106.2% | $100,391+59.2% | $80,856+97.6% |
| Participation rate | 94.3% | 76.9%+17.3pp | 81.5%+12.8pp | 67.6%+26.6pp |
| Annual return | 14.95% | 37.20%-22.3pp | 49.20%-34.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,666 | $2,801-4.8% | $3,942-32.4% | $2,755-3.2% |
| Participant deferral / active EE | $6,749 | $6,820-1.0% | $8,082-16.5% | $4,296+57.1% |
| Admin fee / account holder | $2,337 | $5,897-60.4% | $7,899-70.4% | $6,918-66.2% |