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 | $209,056 | $109,881+90.3% | $150,045+39.3% | $84,808+146.5% |
| Participation rate | 85.2% | 76.1%+9.1pp | 82.3%+2.9pp | 68.3%+16.9pp |
| Annual return | 15.66% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,560 | $3,5610% | $4,693-24.1% | $2,631+35.3% |
| Participant deferral / active EE | $7,275 | $6,636+9.6% | $7,997-9.0% | $4,212+72.7% |
| Admin fee / account holder | $29,491 | $8,568+244.2% | $13,435+119.5% | $7,344+301.6% |