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 | $162,878 | $77,503+110.2% | $100,391+62.2% | $80,856+101.4% |
| Participation rate | 91.0% | 76.9%+14.1pp | 81.5%+9.6pp | 67.6%+23.4pp |
| Annual return | 15.38% | 37.20%-21.8pp | 49.20%-33.8pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,778 | $2,801-0.8% | $3,942-29.5% | $2,755+0.8% |
| Participant deferral / active EE | $6,483 | $6,820-4.9% | $8,082-19.8% | $4,296+50.9% |
| Admin fee / account holder | $11,420 | $5,897+93.7% | $7,899+44.6% | $6,918+65.1% |