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 | $114,197 | $54,762+108.5% | $90,281+26.5% | $72,985+56.5% |
| Participation rate | 80.4% | 65.1%+15.2pp | 73.3%+7.1pp | 69.5%+10.9pp |
| Annual return | 20.57% | 30.63%-10.1pp | 78.10%-57.5pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,513 | $2,092-27.7% | $2,854-47.0% | $2,440-38.0% |
| Participant deferral / active EE | $7,317 | $2,887+153.5% | $3,885+88.3% | $3,607+102.8% |
| Admin fee / account holder | $15,499 | $3,972+290.2% | $5,351+189.6% | $5,124+202.5% |