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 8-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 | $173,250 | $80,673+114.8% | $101,326+71.0% | $84,808+104.3% |
| Participation rate | 70.6% | 77.8%-7.2pp | 81.5%-10.9pp | 68.3%+2.3pp |
| Annual return | 14.80% | 38.95%-24.2pp | 36.82%-22.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,309 | $2,698-51.5% | $3,665-64.3% | $2,631-50.2% |
| Participant deferral / active EE | $8,890 | $6,840+30.0% | $7,994+11.2% | $4,212+111.1% |
| Admin fee / account holder | $9,271 | $12,784-27.5% | $11,185-17.1% | $7,344+26.2% |