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 | $244,021 | $148,978+63.8% | $200,582+21.7% | $84,808+187.7% |
| Participation rate | 81.5% | 84.2%-2.7pp | 86.9%-5.4pp | 68.3%+13.2pp |
| Annual return | 15.29% | 28.16%-12.9pp | 42.33%-27.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $4,575 | $4,815-5.0% | $6,419-28.7% | $2,631+73.9% |
| Participant deferral / active EE | $9,968 | $7,142+39.6% | $9,331+6.8% | $4,212+136.7% |
| Admin fee / account holder | $3,249 | $13,977-76.8% | $16,305-80.1% | $7,344-55.8% |