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 10-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 | $141,006 | $71,883+96.2% | $86,677+62.7% | $68,494+105.9% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.8pp | 67.9%+15.4pp |
| Annual return | 5.86% | 3.52%+2.3pp | 35.91%-30.1pp | -7.84%+13.7pp |
| Employer contribution / active EE | $1,431 | $2,173-34.1% | $2,836-49.5% | $2,596-44.9% |
| Participant deferral / active EE | $4,696 | $3,779+24.3% | $4,656+0.9% | $4,027+16.6% |
| Admin fee / account holder | $3,443 | $6,112-43.7% | $7,493-54.1% | $5,403-36.3% |