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 | $239,030 | $80,717+196.1% | $154,803+54.4% | $84,808+181.8% |
| Participation rate | 74.1% | 66.8%+7.3pp | 78.1%-4.0pp | 68.3%+5.8pp |
| Annual return | 16.55% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,649 | $2,761-4.1% | $4,305-38.5% | $2,631+0.7% |
| Participant deferral / active EE | $5,110 | $3,303+54.7% | $5,540-7.8% | $4,212+21.3% |
| Admin fee / account holder | $7,173 | $6,746+6.3% | $14,329-49.9% | $7,344-2.3% |