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 | $114,587 | $80,717+42.0% | $154,803-26.0% | $84,808+35.1% |
| Participation rate | 78.1% | 66.8%+11.3pp | 78.1%+0.1pp | 68.3%+9.8pp |
| Annual return | 13.64% | 37.96%-24.3pp | 58.88%-45.2pp | 40.90%-27.3pp |
| Employer contribution / active EE | $4,261 | $2,761+54.3% | $4,305-1.0% | $2,631+62.0% |
| Participant deferral / active EE | $10,651 | $3,303+222.5% | $5,540+92.2% | $4,212+152.9% |
| Admin fee / account holder | $9,120 | $6,746+35.2% | $14,329-36.4% | $7,344+24.2% |