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 | $243,902 | $54,762+345.4% | $90,281+170.2% | $72,985+234.2% |
| Participation rate | 80.0% | 65.1%+14.9pp | 73.3%+6.7pp | 69.5%+10.5pp |
| Annual return | 18.55% | 30.63%-12.1pp | 78.10%-59.6pp | 81.00%-62.5pp |
| Employer contribution / active EE | $2,387 | $2,092+14.1% | $2,854-16.4% | $2,440-2.2% |
| Participant deferral / active EE | $4,382 | $2,887+51.8% | $3,885+12.8% | $3,607+21.5% |
| Admin fee / account holder | $1,093 | $3,972-72.5% | $5,351-79.6% | $5,124-78.7% |