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 | $239,725 | $95,803+150.2% | $113,168+111.8% | $84,808+182.7% |
| Participation rate | 79.5% | 72.9%+6.7pp | 76.6%+3.0pp | 68.3%+11.2pp |
| Annual return | 17.13% | 25.00%-7.9pp | 24.27%-7.1pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,558 | $2,360-34.0% | $2,975-47.6% | $2,631-40.8% |
| Participant deferral / active EE | $5,996 | $4,242+41.3% | $5,107+17.4% | $4,212+42.4% |
| Admin fee / account holder | $5,546 | $8,989-38.3% | $12,068-54.0% | $7,344-24.5% |