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 | $120,395 | $58,512+105.8% | $84,015+43.3% | $72,985+65.0% |
| Participation rate | 72.3% | 61.2%+11.1pp | 69.0%+3.3pp | 69.5%+2.8pp |
| Annual return | 17.72% | 28.93%-11.2pp | 71.31%-53.6pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,360 | $1,163+16.9% | $1,983-31.5% | $2,440-44.3% |
| Participant deferral / active EE | $4,034 | $2,394+68.5% | $3,239+24.6% | $3,607+11.8% |
| Admin fee / account holder | $5,012 | $4,569+9.7% | $6,101-17.8% | $5,124-2.2% |