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 | $194,920 | $87,733+122.2% | $106,548+82.9% | $85,850+127.0% |
| Participation rate | 93.2% | 71.9%+21.3pp | 76.1%+17.1pp | 69.3%+23.9pp |
| Annual return | 15.52% | 21.86%-6.3pp | 26.80%-11.3pp | 318.53%-303.0pp |
| Employer contribution / active EE | $4,774 | $2,073+130.3% | $2,819+69.3% | $2,565+86.1% |
| Participant deferral / active EE | $7,709 | $3,469+122.2% | $4,398+75.3% | $3,952+95.1% |
| Admin fee / account holder | $5,928 | $6,767-12.4% | $7,407-20.0% | $6,260-5.3% |