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 | $179,453 | $80,717+122.3% | $154,803+15.9% | $84,808+111.6% |
| Participation rate | 86.0% | 66.8%+19.2pp | 78.1%+7.9pp | 68.3%+17.7pp |
| Annual return | 16.31% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,752 | $2,761-0.3% | $4,305-36.1% | $2,631+4.6% |
| Participant deferral / active EE | $5,543 | $3,303+67.8% | $5,5400% | $4,212+31.6% |
| Admin fee / account holder | $4,334 | $6,746-35.8% | $14,329-69.8% | $7,344-41.0% |