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 | $247,447 | $117,381+110.8% | $99,443+148.8% | $152,861+61.9% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 18.44% | 31.87%-13.4pp | 30.72%-12.3pp | 345.32%-326.9pp |
| Employer contribution / active EE | $1,815 | $3,013-39.7% | $2,540-28.5% | $4,762-61.9% |
| Participant deferral / active EE | $5,893 | $4,086+44.2% | $3,619+62.8% | $5,850+0.7% |
| Admin fee / account holder | $5,534 | $7,631-27.5% | $6,250-11.5% | $11,596-52.3% |