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 | $216,555 | $48,076+350.4% | $78,689+175.2% | $62,891+244.3% |
| Participation rate | 91.4% | 65.2%+26.2pp | 73.6%+17.8pp | 69.3%+22.1pp |
| Annual return | 5.41% | 31.35%-25.9pp | 62.18%-56.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $3,491 | $2,015+73.3% | $2,851+22.5% | $2,281+53.1% |
| Participant deferral / active EE | $7,804 | $2,588+201.6% | $3,517+121.9% | $3,203+143.7% |
| Admin fee / account holder | $2,075 | $3,207-35.3% | $4,510-54.0% | $4,296-51.7% |