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 | $195,735 | $67,606+189.5% | $82,313+137.8% | $70,131+179.1% |
| Participation rate | 80.7% | 72.8%+7.9pp | 76.9%+3.8pp | 69.5%+11.2pp |
| Annual return | 20.94% | 21.57%-0.6pp | 25.88%-4.9pp | 73.14%-52.2pp |
| Employer contribution / active EE | $3,564 | $1,755+103.1% | $2,428+46.8% | $2,342+52.2% |
| Participant deferral / active EE | $7,529 | $2,987+152.1% | $3,706+103.1% | $3,332+126.0% |
| Admin fee / account holder | $3,628 | $4,512-19.6% | $5,608-35.3% | $4,645-21.9% |