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 | $153,157 | $80,717+89.7% | $154,803-1.1% | $84,808+80.6% |
| Participation rate | 97.1% | 66.8%+30.3pp | 78.1%+19.1pp | 68.3%+28.8pp |
| Annual return | 14.15% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,492 | $2,761-9.7% | $4,305-42.1% | $2,631-5.3% |
| Participant deferral / active EE | $6,368 | $3,303+92.8% | $5,540+14.9% | $4,212+51.2% |
| Admin fee / account holder | $1,701 | $6,746-74.8% | $14,329-88.1% | $7,344-76.8% |