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 | $123,960 | $54,762+126.4% | $90,281+37.3% | $72,985+69.8% |
| Participation rate | 93.3% | 65.1%+28.2pp | 73.3%+20.1pp | 69.5%+23.8pp |
| Annual return | 17.65% | 30.63%-13.0pp | 78.10%-60.4pp | 81.00%-63.3pp |
| Employer contribution / active EE | $2,490 | $2,092+19.0% | $2,854-12.8% | $2,440+2.1% |
| Participant deferral / active EE | $2,832 | $2,887-1.9% | $3,885-27.1% | $3,607-21.5% |
| Admin fee / account holder | $1,572 | $3,972-60.4% | $5,351-70.6% | $5,124-69.3% |