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 6-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 | $198,175 | $72,012+175.2% | $185,823+6.6% | $79,858+148.2% |
| Participation rate | 77.5% | 65.8%+11.7pp | 78.0%-0.5pp | 69.6%+7.9pp |
| Annual return | 21.85% | 23.12%-1.3pp | 35.95%-14.1pp | 31.71%-9.9pp |
| Employer contribution / active EE | $2,903 | $1,965+47.8% | $4,087-29.0% | $2,471+17.5% |
| Participant deferral / active EE | $6,373 | $3,779+68.7% | $5,632+13.2% | $3,740+70.4% |
| Admin fee / account holder | $1,746 | $4,513-61.3% | $9,500-81.6% | $5,306-67.1% |