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 | $216,406 | $87,013+148.7% | $106,213+103.7% | $80,856+167.6% |
| Participation rate | 85.7% | 70.4%+15.3pp | 75.3%+10.4pp | 67.6%+18.1pp |
| Annual return | 19.32% | 17.05%+2.3pp | 116.14%-96.8pp | 35.59%-16.3pp |
| Employer contribution / active EE | $2,425 | $2,395+1.2% | $3,171-23.5% | $2,755-12.0% |
| Participant deferral / active EE | $6,943 | $3,986+74.2% | $5,016+38.4% | $4,296+61.6% |
| Admin fee / account holder | $7,663 | $8,431-9.1% | $11,033-30.5% | $6,918+10.8% |