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 | $231,589 | $109,881+110.8% | $150,045+54.3% | $84,808+173.1% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 17.32% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,629 | $3,561-26.2% | $4,693-44.0% | $2,631-0.1% |
| Participant deferral / active EE | $7,469 | $6,636+12.6% | $7,997-6.6% | $4,212+77.4% |
| Admin fee / account holder | $8,758 | $8,568+2.2% | $13,435-34.8% | $7,344+19.3% |