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 | $223,134 | $109,881+103.1% | $150,045+48.7% | $84,808+163.1% |
| Participation rate | 80.6% | 76.1%+4.5pp | 82.3%-1.8pp | 68.3%+12.2pp |
| Annual return | 16.77% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $992 | $3,561-72.1% | $4,693-78.9% | $2,631-62.3% |
| Participant deferral / active EE | $8,273 | $6,636+24.7% | $7,997+3.4% | $4,212+96.4% |
| Admin fee / account holder | $13,381 | $8,568+56.2% | $13,435-0.4% | $7,344+82.2% |