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 | $159,175 | $80,717+97.2% | $154,803+2.8% | $84,808+87.7% |
| Participation rate | 77.1% | 66.8%+10.3pp | 78.1%-1.0pp | 68.3%+8.8pp |
| Annual return | 13.16% | 37.96%-24.8pp | 58.88%-45.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $5,294 | $2,761+91.7% | $4,305+23.0% | $2,631+101.2% |
| Participant deferral / active EE | $5,538 | $3,303+67.7% | $5,5400% | $4,212+31.5% |
| Admin fee / account holder | $6,021 | $6,746-10.7% | $14,329-58.0% | $7,344-18.0% |