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 | $221,458 | $58,512+278.5% | $84,015+163.6% | $72,985+203.4% |
| Participation rate | 72.3% | 61.2%+11.1pp | 69.0%+3.3pp | 69.5%+2.8pp |
| Annual return | 19.87% | 28.93%-9.1pp | 71.31%-51.4pp | 81.00%-61.1pp |
| Employer contribution / active EE | $3,564 | $1,163+206.5% | $1,983+79.7% | $2,440+46.1% |
| Participant deferral / active EE | $7,392 | $2,394+208.8% | $3,239+128.2% | $3,607+104.9% |
| Admin fee / account holder | $7,600 | $4,569+66.4% | $6,101+24.6% | $5,124+48.3% |