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 | $154,969 | $76,552+102.4% | $123,892+25.1% | $62,891+146.4% |
| Participation rate | 84.1% | 73.0%+11.1pp | 81.4%+2.7pp | 69.3%+14.8pp |
| Annual return | 8.10% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $3,175 | $2,883+10.1% | $4,617-31.2% | $2,281+39.2% |
| Participant deferral / active EE | $7,475 | $4,840+54.4% | $5,984+24.9% | $3,203+133.4% |
| Admin fee / account holder | $5,724 | $4,826+18.6% | $8,357-31.5% | $4,296+33.3% |