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 | $226,407 | $56,897+297.9% | $84,750+167.1% | $62,891+260.0% |
| Participation rate | 78.6% | 68.5%+10.0pp | 76.6%+2.0pp | 69.3%+9.3pp |
| Annual return | 7.38% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,332 | $2,400-44.5% | $3,574-62.7% | $2,281-41.6% |
| Participant deferral / active EE | $4,213 | $2,709+55.5% | $3,712+13.5% | $3,203+31.6% |
| Admin fee / account holder | $1,240 | $3,581-65.4% | $5,332-76.8% | $4,296-71.1% |