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 | $181,521 | $56,897+219.0% | $84,750+114.2% | $62,891+188.6% |
| Participation rate | 81.4% | 68.5%+12.9pp | 76.6%+4.8pp | 69.3%+12.1pp |
| Annual return | 7.20% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-12.9pp |
| Employer contribution / active EE | $4,187 | $2,400+74.5% | $3,574+17.2% | $2,281+83.6% |
| Participant deferral / active EE | $10,543 | $2,709+289.2% | $3,712+184.0% | $3,203+229.2% |
| Admin fee / account holder | $17,954 | $3,581+401.4% | $5,332+236.7% | $4,296+318.0% |