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 | $215,298 | $109,881+95.9% | $150,045+43.5% | $84,808+153.9% |
| Participation rate | 70.3% | 76.1%-5.8pp | 82.3%-12.1pp | 68.3%+2.0pp |
| Annual return | 16.99% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $4,689 | $3,561+31.7% | $4,693-0.1% | $2,631+78.2% |
| Participant deferral / active EE | $12,618 | $6,636+90.1% | $7,997+57.8% | $4,212+199.6% |
| Admin fee / account holder | $5,190 | $8,568-39.4% | $13,435-61.4% | $7,344-29.3% |