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 | $182,943 | $80,673+126.8% | $101,326+80.5% | $84,808+115.7% |
| Participation rate | 77.9% | 77.8%+0.2pp | 81.5%-3.6pp | 68.3%+9.6pp |
| Annual return | 14.79% | 38.95%-24.2pp | 36.82%-22.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,838 | $2,698-31.9% | $3,665-49.8% | $2,631-30.1% |
| Participant deferral / active EE | $11,220 | $6,840+64.0% | $7,994+40.4% | $4,212+166.4% |
| Admin fee / account holder | $7,968 | $12,784-37.7% | $11,185-28.8% | $7,344+8.5% |