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 | $152,140 | $81,460+86.8% | $103,333+47.2% | $80,856+88.2% |
| Participation rate | 75.9% | 66.8%+9.0pp | 74.5%+1.4pp | 67.6%+8.2pp |
| Annual return | 11.26% | 25.55%-14.3pp | 24.88%-13.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,448 | $3,105+11.0% | $3,868-10.8% | $2,755+25.2% |
| Participant deferral / active EE | $9,704 | $3,869+150.8% | $5,057+91.9% | $4,296+125.9% |
| Admin fee / account holder | $5,152 | $6,566-21.5% | $8,355-38.3% | $6,918-25.5% |