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 | $244,788 | $109,413+123.7% | $156,263+56.7% | $84,808+188.6% |
| Participation rate | 74.1% | 72.7%+1.4pp | 78.9%-4.8pp | 68.3%+5.8pp |
| Annual return | 16.67% | 20.18%-3.5pp | 59.47%-42.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,144 | $2,907+8.1% | $4,333-27.5% | $2,631+19.5% |
| Participant deferral / active EE | $6,762 | $4,590+47.3% | $6,158+9.8% | $4,212+60.5% |
| Admin fee / account holder | $6,223 | $9,357-33.5% | $14,255-56.3% | $7,344-15.3% |