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 | $222,622 | $74,927+197.1% | $101,794+118.7% | $84,808+162.5% |
| Participation rate | 73.0% | 61.4%+11.6pp | 69.2%+3.8pp | 68.3%+4.7pp |
| Annual return | 12.89% | 18.70%-5.8pp | 30.53%-17.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,139 | $1,522-25.2% | $2,289-50.3% | $2,631-56.7% |
| Participant deferral / active EE | $3,163 | $3,099+2.0% | $4,084-22.6% | $4,212-24.9% |
| Admin fee / account holder | $3,266 | $6,514-49.9% | $8,777-62.8% | $7,344-55.5% |