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 | $233,584 | $109,881+112.6% | $150,045+55.7% | $84,808+175.4% |
| Participation rate | 97.6% | 76.1%+21.5pp | 82.3%+15.2pp | 68.3%+29.2pp |
| Annual return | 16.88% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,936 | $3,561+10.5% | $4,693-16.1% | $2,631+49.6% |
| Participant deferral / active EE | $8,429 | $6,636+27.0% | $7,997+5.4% | $4,212+100.1% |
| Admin fee / account holder | $3,885 | $8,568-54.7% | $13,435-71.1% | $7,344-47.1% |