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 | $150,363 | $80,717+86.3% | $154,803-2.9% | $84,808+77.3% |
| Participation rate | 79.2% | 66.8%+12.4pp | 78.1%+1.1pp | 68.3%+10.9pp |
| Annual return | 17.73% | 37.96%-20.2pp | 58.88%-41.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,274 | $2,761-17.6% | $4,305-47.2% | $2,631-13.6% |
| Participant deferral / active EE | $5,636 | $3,303+70.6% | $5,540+1.7% | $4,212+33.8% |
| Admin fee / account holder | $4,395 | $6,746-34.8% | $14,329-69.3% | $7,344-40.2% |