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 | $244,965 | $80,673+203.7% | $101,326+141.8% | $84,808+188.8% |
| Participation rate | 85.7% | 77.8%+7.9pp | 81.5%+4.2pp | 68.3%+17.4pp |
| Annual return | 17.07% | 38.95%-21.9pp | 36.82%-19.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,896 | $2,698+7.3% | $3,665-21.0% | $2,631+10.1% |
| Participant deferral / active EE | $7,232 | $6,840+5.7% | $7,994-9.5% | $4,212+71.7% |
| Admin fee / account holder | $9,394 | $12,784-26.5% | $11,185-16.0% | $7,344+27.9% |