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 | $207,601 | $109,413+89.7% | $156,263+32.9% | $84,808+144.8% |
| Participation rate | 73.3% | 72.7%+0.6pp | 78.9%-5.6pp | 68.3%+5.0pp |
| Annual return | 13.24% | 20.18%-6.9pp | 59.47%-46.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,139 | $2,907-26.4% | $4,333-50.6% | $2,631-18.7% |
| Participant deferral / active EE | $4,456 | $4,590-2.9% | $6,158-27.6% | $4,212+5.8% |
| Admin fee / account holder | $14,156 | $9,357+51.3% | $14,255-0.7% | $7,344+92.8% |