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 | $184,572 | $89,652+105.9% | $141,162+30.8% | $65,185+183.2% |
| Participation rate | 74.3% | 74.7%-0.4pp | 82.5%-8.2pp | 70.2%+4.1pp |
| Annual return | 23.55% | 32.79%-9.2pp | 71.39%-47.8pp | 29.38%-5.8pp |
| Employer contribution / active EE | $3,095 | $3,065+1.0% | $4,735-34.6% | $2,177+42.2% |
| Participant deferral / active EE | $6,086 | $5,691+6.9% | $6,709-9.3% | $3,514+73.2% |
| Admin fee / account holder | $8,609 | $569+1414.3% | $10,261-16.1% | $847+916.3% |