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 | $196,428 | $47,848+310.5% | $81,478+141.1% | $70,131+180.1% |
| Participation rate | 82.9% | 58.3%+24.6pp | 68.0%+14.9pp | 69.5%+13.3pp |
| Annual return | 14.36% | 27.25%-12.9pp | 38.78%-24.4pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,505 | $1,527-1.4% | $2,568-41.4% | $2,342-35.7% |
| Participant deferral / active EE | $3,746 | $2,453+52.7% | $3,537+5.9% | $3,332+12.4% |
| Admin fee / account holder | $5,799 | $3,145+84.4% | $4,561+27.1% | $4,645+24.8% |