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 | $163,111 | $76,552+113.1% | $123,892+31.7% | $62,891+159.4% |
| Participation rate | 97.7% | 73.0%+24.7pp | 81.4%+16.3pp | 69.3%+28.4pp |
| Annual return | 6.91% | 18.68%-11.8pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,458 | $2,883+20.0% | $4,617-25.1% | $2,281+51.6% |
| Participant deferral / active EE | $6,897 | $4,840+42.5% | $5,984+15.3% | $3,203+115.3% |
| Admin fee / account holder | $1,240 | $4,826-74.3% | $8,357-85.2% | $4,296-71.1% |