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 7-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 | $169,614 | $80,968+109.5% | $96,544+75.7% | $75,163+125.7% |
| Participation rate | 82.8% | 71.8%+11.0pp | 76.0%+6.8pp | 67.2%+15.6pp |
| Annual return | 16.62% | 27.06%-10.4pp | 25.84%-9.2pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,570 | $2,282+12.6% | $2,965-13.3% | $2,670-3.7% |
| Participant deferral / active EE | $7,478 | $3,928+90.4% | $4,851+54.2% | $4,125+81.3% |
| Admin fee / account holder | $652 | $6,724-90.3% | $8,252-92.1% | $5,651-88.5% |