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 | $194,206 | $83,477+132.6% | $125,175+55.1% | $72,985+166.1% |
| Participation rate | 77.8% | 73.3%+4.5pp | 79.8%-2.0pp | 69.5%+8.3pp |
| Annual return | 22.01% | 25.78%-3.8pp | 43.79%-21.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,280 | $2,345-45.4% | $3,865-66.9% | $2,440-47.5% |
| Participant deferral / active EE | $5,119 | $3,585+42.8% | $4,937+3.7% | $3,607+41.9% |
| Admin fee / account holder | $4,829 | $5,517-12.5% | $9,702-50.2% | $5,124-5.8% |