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 | $169,803 | $60,892+178.9% | $82,389+106.1% | $84,808+100.2% |
| Participation rate | 72.4% | 63.3%+9.1pp | 69.5%+2.9pp | 68.3%+4.1pp |
| Annual return | 13.11% | 37.29%-24.2pp | 28.67%-15.6pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,832 | $1,779+3.0% | $2,517-27.2% | $2,631-30.4% |
| Participant deferral / active EE | $5,537 | $3,179+74.2% | $4,155+33.3% | $4,212+31.5% |
| Admin fee / account holder | $827 | $5,467-84.9% | $7,231-88.6% | $7,344-88.7% |