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 | $243,361 | $109,881+121.5% | $150,045+62.2% | $84,808+187.0% |
| Participation rate | 81.6% | 76.1%+5.5pp | 82.3%-0.7pp | 68.3%+13.3pp |
| Annual return | 16.63% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,130 | $3,561-68.3% | $4,693-75.9% | $2,631-57.0% |
| Participant deferral / active EE | $12,396 | $6,636+86.8% | $7,997+55.0% | $4,212+194.3% |
| Admin fee / account holder | $2,996 | $8,568-65.0% | $13,435-77.7% | $7,344-59.2% |