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 | $171,020 | $80,717+111.9% | $154,803+10.5% | $84,808+101.7% |
| Participation rate | 82.5% | 66.8%+15.7pp | 78.1%+4.4pp | 68.3%+14.2pp |
| Annual return | 14.18% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,413 | $2,761+23.6% | $4,305-20.7% | $2,631+29.7% |
| Participant deferral / active EE | $5,947 | $3,303+80.0% | $5,540+7.3% | $4,212+41.2% |
| Admin fee / account holder | $7,325 | $6,746+8.6% | $14,329-48.9% | $7,344-0.3% |