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 | $246,831 | $60,022+311.2% | $88,946+177.5% | $84,808+191.0% |
| Participation rate | 83.7% | 57.8%+25.9pp | 68.8%+14.8pp | 68.3%+15.4pp |
| Annual return | 17.12% | 22.43%-5.3pp | 57.82%-40.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,473 | $1,703+104.0% | $2,555+35.9% | $2,631+32.0% |
| Participant deferral / active EE | $8,851 | $3,114+184.3% | $4,581+93.2% | $4,212+110.2% |
| Admin fee / account holder | $5,063 | $4,811+5.2% | $8,261-38.7% | $7,344-31.1% |