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 | $249,712 | $96,557+158.6% | $80,975+208.4% | $273,961-8.9% |
| Participation rate | 81.8% | 79.1%+2.7pp | 75.8%+6.0pp | 83.0%-1.2pp |
| Annual return | 7.61% | 15.14%-7.5pp | 17.10%-9.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $6,758 | $4,868+38.8% | $3,714+81.9% | $4,869+38.8% |
| Participant deferral / active EE | $14,693 | $6,598+122.7% | $5,696+157.9% | $5,287+177.9% |
| Admin fee / account holder | $11,543 | $7,492+54.1% | $5,516+109.3% | $10,132+13.9% |