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 | $122,211 | $63,355+92.9% | $91,989+32.9% | $72,985+67.4% |
| Participation rate | 82.1% | 72.5%+9.5pp | 78.6%+3.4pp | 69.5%+12.6pp |
| Annual return | 20.45% | 35.35%-14.9pp | 69.02%-48.6pp | 81.00%-60.6pp |
| Employer contribution / active EE | $954 | $2,116-54.9% | $3,452-72.4% | $2,440-60.9% |
| Participant deferral / active EE | $5,160 | $4,883+5.7% | $5,923-12.9% | $3,607+43.0% |
| Admin fee / account holder | $16,245 | $4,668+248.0% | $7,743+109.8% | $5,124+217.0% |