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 | $155,860 | $79,944+95.0% | $98,439+58.3% | $75,163+107.4% |
| Participation rate | 79.1% | 70.4%+8.7pp | 75.2%+3.9pp | 67.2%+11.9pp |
| Annual return | 14.47% | 19.75%-5.3pp | 21.16%-6.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,328 | $2,264-41.3% | $3,048-56.4% | $2,670-50.2% |
| Participant deferral / active EE | $6,122 | $3,752+63.2% | $4,738+29.2% | $4,125+48.4% |
| Admin fee / account holder | $2,136 | $6,840-68.8% | $8,948-76.1% | $5,651-62.2% |