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 | $187,227 | $60,892+207.5% | $82,389+127.2% | $84,808+120.8% |
| Participation rate | 71.0% | 63.3%+7.7pp | 69.5%+1.4pp | 68.3%+2.7pp |
| Annual return | 18.16% | 37.29%-19.1pp | 28.67%-10.5pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,773 | $1,779-0.3% | $2,517-29.6% | $2,631-32.6% |
| Participant deferral / active EE | $5,497 | $3,179+72.9% | $4,155+32.3% | $4,212+30.5% |
| Admin fee / account holder | $1,622 | $5,467-70.3% | $7,231-77.6% | $7,344-77.9% |