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 | $183,913 | $89,355+105.8% | $141,162+30.3% | $72,985+152.0% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 39.05% | 111.85%-72.8pp | 71.39%-32.3pp | 81.00%-42.0pp |
| Employer contribution / active EE | $2,810 | $3,114-9.8% | $4,735-40.7% | $2,440+15.2% |
| Participant deferral / active EE | $3,072 | $5,418-43.3% | $6,709-54.2% | $3,607-14.9% |
| Admin fee / account holder | $2,191 | $5,958-63.2% | $10,261-78.6% | $5,124-57.2% |