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 | $177,920 | $67,606+163.2% | $82,313+116.2% | $70,131+153.7% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.9%+14.0pp | 69.5%+21.4pp |
| Annual return | 22.84% | 21.57%+1.3pp | 25.88%-3.0pp | 73.14%-50.3pp |
| Employer contribution / active EE | $1,740 | $1,755-0.8% | $2,428-28.3% | $2,342-25.7% |
| Participant deferral / active EE | $6,942 | $2,987+132.4% | $3,706+87.3% | $3,332+108.4% |
| Admin fee / account holder | $1,891 | $4,512-58.1% | $5,608-66.3% | $4,645-59.3% |