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 5-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 | $176,445 | $80,717+118.6% | $154,803+14.0% | $84,808+108.1% |
| Participation rate | 75.0% | 66.8%+8.2pp | 78.1%-3.1pp | 68.3%+6.7pp |
| Annual return | 16.91% | 37.96%-21.0pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,234 | $2,761-19.1% | $4,305-48.1% | $2,631-15.1% |
| Participant deferral / active EE | $4,706 | $3,303+42.5% | $5,540-15.1% | $4,212+11.7% |
| Admin fee / account holder | $3,690 | $6,746-45.3% | $14,329-74.2% | $7,344-49.7% |