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 | $218,927 | $95,453+129.4% | $112,040+95.4% | $82,448+165.5% |
| Participation rate | 80.2% | 72.8%+7.5pp | 76.5%+3.7pp | 68.1%+12.2pp |
| Annual return | 16.63% | 23.92%-7.3pp | 24.52%-7.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,784 | $2,318-23.0% | $2,954-39.6% | $2,551-30.1% |
| Participant deferral / active EE | $4,227 | $4,224+0.1% | $5,098-17.1% | $4,139+2.1% |
| Admin fee / account holder | $13,737 | $9,013+52.4% | $12,098+13.5% | $7,234+89.9% |