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 | $191,186 | $83,477+129.0% | $125,175+52.7% | $72,985+162.0% |
| Participation rate | 75.9% | 73.3%+2.6pp | 79.8%-3.9pp | 69.5%+6.4pp |
| Annual return | 25.14% | 25.78%-0.6pp | 43.79%-18.7pp | 81.00%-55.9pp |
| Employer contribution / active EE | $1,164 | $2,345-50.4% | $3,865-69.9% | $2,440-52.3% |
| Participant deferral / active EE | $5,818 | $3,585+62.3% | $4,937+17.9% | $3,607+61.3% |
| Admin fee / account holder | $3,453 | $5,517-37.4% | $9,702-64.4% | $5,124-32.6% |