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 | $166,522 | $95,453+74.5% | $112,040+48.6% | $82,448+102.0% |
| Participation rate | 80.7% | 72.8%+7.9pp | 76.5%+4.2pp | 68.1%+12.6pp |
| Annual return | 18.20% | 23.92%-5.7pp | 24.52%-6.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $5,659 | $2,318+144.2% | $2,954+91.6% | $2,551+121.9% |
| Participant deferral / active EE | $9,989 | $4,224+136.5% | $5,098+96.0% | $4,139+141.3% |
| Admin fee / account holder | $5,663 | $9,013-37.2% | $12,098-53.2% | $7,234-21.7% |