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 | $152,743 | $109,881+39.0% | $150,045+1.8% | $84,808+80.1% |
| Participation rate | 87.2% | 76.1%+11.1pp | 82.3%+4.9pp | 68.3%+18.9pp |
| Annual return | 16.62% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,829 | $3,561+7.5% | $4,693-18.4% | $2,631+45.5% |
| Participant deferral / active EE | $12,405 | $6,636+86.9% | $7,997+55.1% | $4,212+194.5% |
| Admin fee / account holder | $5,202 | $8,568-39.3% | $13,435-61.3% | $7,344-29.2% |