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 | $243,298 | $109,881+121.4% | $150,045+62.1% | $84,808+186.9% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 14.72% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,548 | $3,561-0.4% | $4,693-24.4% | $2,631+34.9% |
| Participant deferral / active EE | $9,390 | $6,636+41.5% | $7,997+17.4% | $4,212+123.0% |
| Admin fee / account holder | $5,386 | $8,568-37.1% | $13,435-59.9% | $7,344-26.7% |