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 | $214,314 | $58,512+266.3% | $84,015+155.1% | $72,985+193.6% |
| Participation rate | 82.1% | 61.2%+20.8pp | 69.0%+13.0pp | 69.5%+12.6pp |
| Annual return | 23.46% | 28.93%-5.5pp | 71.31%-47.8pp | 81.00%-57.5pp |
| Employer contribution / active EE | $3,381 | $1,163+190.7% | $1,983+70.5% | $2,440+38.6% |
| Participant deferral / active EE | $7,100 | $2,394+196.6% | $3,239+119.2% | $3,607+96.8% |
| Admin fee / account holder | $4,599 | $4,569+0.7% | $6,101-24.6% | $5,124-10.2% |