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 | $226,160 | $86,929+160.2% | $102,423+120.8% | $80,856+179.7% |
| Participation rate | 70.7% | 72.4%-1.7pp | 76.5%-5.8pp | 67.6%+3.0pp |
| Annual return | 24.22% | 18.88%+5.3pp | 29.32%-5.1pp | 35.59%-11.4pp |
| Employer contribution / active EE | $2,692 | $2,369+13.6% | $3,023-11.0% | $2,755-2.3% |
| Participant deferral / active EE | $4,381 | $4,118+6.4% | $5,053-13.3% | $4,296+2.0% |
| Admin fee / account holder | $12,851 | $8,049+59.7% | $9,451+36.0% | $6,918+85.8% |