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 | $191,304 | $67,606+183.0% | $82,313+132.4% | $70,131+172.8% |
| Participation rate | 82.0% | 72.8%+9.2pp | 76.9%+5.1pp | 69.5%+12.4pp |
| Annual return | 18.60% | 21.57%-3.0pp | 25.88%-7.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,414 | $1,755-19.4% | $2,428-41.8% | $2,342-39.6% |
| Participant deferral / active EE | $5,593 | $2,987+87.2% | $3,706+50.9% | $3,332+67.9% |
| Admin fee / account holder | $13,303 | $4,512+194.8% | $5,608+137.2% | $4,645+186.4% |