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 7-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 | $179,799 | $72,492+148.0% | $87,100+106.4% | $72,985+146.4% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.9%+19.8pp | 69.5%+27.2pp |
| Annual return | 17.40% | 24.46%-7.1pp | 28.19%-10.8pp | 81.00%-63.6pp |
| Employer contribution / active EE | $3,646 | $1,894+92.5% | $2,521+44.6% | $2,440+49.4% |
| Participant deferral / active EE | $6,279 | $3,270+92.0% | $4,049+55.1% | $3,607+74.0% |
| Admin fee / account holder | $4,111 | $5,055-18.7% | $7,497-45.2% | $5,124-19.8% |