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 | $227,617 | $67,606+236.7% | $82,313+176.5% | $70,131+224.6% |
| Participation rate | 77.1% | 72.8%+4.4pp | 76.9%+0.2pp | 69.5%+7.6pp |
| Annual return | 17.92% | 21.57%-3.7pp | 25.88%-8.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,655 | $1,755-5.7% | $2,428-31.8% | $2,342-29.3% |
| Participant deferral / active EE | $11,883 | $2,987+297.8% | $3,706+220.6% | $3,332+256.7% |
| Admin fee / account holder | $4,502 | $4,512-0.2% | $5,608-19.7% | $4,645-3.1% |