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 9-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 | $160,202 | $54,762+192.5% | $90,281+77.4% | $72,985+119.5% |
| Participation rate | 73.2% | 65.1%+8.0pp | 73.3%-0.1pp | 69.5%+3.7pp |
| Annual return | 22.59% | 30.63%-8.0pp | 78.10%-55.5pp | 81.00%-58.4pp |
| Employer contribution / active EE | $4,367 | $2,092+108.7% | $2,854+53.0% | $2,440+79.0% |
| Participant deferral / active EE | $7,818 | $2,887+170.8% | $3,885+101.2% | $3,607+116.7% |
| Admin fee / account holder | $21,951 | $3,972+452.6% | $5,351+310.2% | $5,124+328.4% |