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 | $193,990 | $148,978+30.2% | $200,582-3.3% | $84,808+128.7% |
| Participation rate | 97.8% | 84.2%+13.5pp | 86.9%+10.9pp | 68.3%+29.5pp |
| Annual return | 13.65% | 28.16%-14.5pp | 42.33%-28.7pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,322 | $4,815-31.0% | $6,419-48.3% | $2,631+26.2% |
| Participant deferral / active EE | $7,596 | $7,142+6.4% | $9,331-18.6% | $4,212+80.4% |
| Admin fee / account holder | $7,654 | $13,977-45.2% | $16,305-53.1% | $7,344+4.2% |