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 | $219,935 | $81,460+170.0% | $103,333+112.8% | $80,856+172.0% |
| Participation rate | 75.9% | 66.8%+9.1pp | 74.5%+1.4pp | 67.6%+8.3pp |
| Annual return | 16.50% | 25.55%-9.0pp | 24.88%-8.4pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,150 | $3,105-63.0% | $3,868-70.3% | $2,755-58.3% |
| Participant deferral / active EE | $4,628 | $3,869+19.6% | $5,057-8.5% | $4,296+7.7% |
| Admin fee / account holder | $8,353 | $6,566+27.2% | $8,3550% | $6,918+20.7% |