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 | $246,191 | $95,266+158.4% | $82,389+198.8% | $142,382+72.9% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 18.80% | 25.74%-6.9pp | 28.67%-9.9pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,301 | $2,991-23.1% | $2,517-8.6% | $4,299-46.5% |
| Participant deferral / active EE | $4,364 | $4,809-9.3% | $4,155+5.0% | $6,507-32.9% |
| Admin fee / account holder | $1,073 | $8,563-87.5% | $7,231-85.2% | $12,624-91.5% |