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 9-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 | $186,720 | $72,492+157.6% | $87,100+114.4% | $72,985+155.8% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 17.03% | 24.46%-7.4pp | 28.19%-11.2pp | 81.00%-64.0pp |
| Employer contribution / active EE | $1,279 | $1,894-32.5% | $2,521-49.3% | $2,440-47.6% |
| Participant deferral / active EE | $5,357 | $3,270+63.8% | $4,049+32.3% | $3,607+48.5% |
| Admin fee / account holder | $4,697 | $5,055-7.1% | $7,497-37.3% | $5,124-8.3% |