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 | $199,509 | $89,753+122.3% | $107,525+85.5% | $84,808+135.2% |
| Participation rate | 76.3% | 68.1%+8.2pp | 75.1%+1.2pp | 68.3%+8.0pp |
| Annual return | 14.50% | 29.48%-15.0pp | 181.32%-166.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,873 | $3,113-7.7% | $3,754-23.5% | $2,631+9.2% |
| Participant deferral / active EE | $5,605 | $4,056+38.2% | $5,116+9.6% | $4,212+33.1% |
| Admin fee / account holder | $3,302 | $7,222-54.3% | $8,919-63.0% | $7,344-55.0% |