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 | $137,764 | $56,277+144.8% | $80,975+70.1% | $62,891+119.1% |
| Participation rate | 82.2% | 69.0%+13.3pp | 75.8%+6.4pp | 69.3%+12.9pp |
| Annual return | 8.20% | 22.12%-13.9pp | 17.10%-8.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,948 | $1,943+0.3% | $3,714-47.5% | $2,281-14.6% |
| Participant deferral / active EE | $5,760 | $4,195+37.3% | $5,696+1.1% | $3,203+79.8% |
| Admin fee / account holder | $697 | $3,741-81.4% | $5,516-87.4% | $4,296-83.8% |