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 | $192,234 | $78,520+144.8% | $96,576+99.0% | $82,448+133.2% |
| Participation rate | 84.7% | 77.7%+7.0pp | 81.4%+3.3pp | 68.1%+16.7pp |
| Annual return | 18.10% | 41.30%-23.2pp | 38.47%-20.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $3,040 | $2,630+15.6% | $3,553-14.4% | $2,551+19.2% |
| Participant deferral / active EE | $8,203 | $6,754+21.4% | $7,956+3.1% | $4,139+98.2% |
| Admin fee / account holder | $11,220 | $13,455-16.6% | $11,381-1.4% | $7,234+55.1% |