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 | $203,569 | $77,813+161.6% | $123,544+64.8% | $64,186+217.2% |
| Participation rate | 89.7% | 74.7%+14.9pp | 82.3%+7.4pp | 69.6%+20.1pp |
| Annual return | 7.78% | 12.48%-4.7pp | 119.20%-111.4pp | 7.63%+0.2pp |
| Employer contribution / active EE | $3,044 | $3,014+1.0% | $4,628-34.2% | $2,381+27.9% |
| Participant deferral / active EE | $5,555 | $5,240+6.0% | $6,426-13.5% | $3,470+60.1% |
| Admin fee / account holder | $23,806 | $5,519+331.4% | $9,284+156.4% | $4,888+387.0% |