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 | $206,585 | $87,013+137.4% | $106,213+94.5% | $80,856+155.5% |
| Participation rate | 93.9% | 70.4%+23.5pp | 75.3%+18.7pp | 67.6%+26.3pp |
| Annual return | 17.69% | 17.05%+0.6pp | 116.14%-98.5pp | 35.59%-17.9pp |
| Employer contribution / active EE | $2,411 | $2,395+0.7% | $3,171-24.0% | $2,755-12.5% |
| Participant deferral / active EE | $3,438 | $3,986-13.7% | $5,016-31.5% | $4,296-20.0% |
| Admin fee / account holder | $6,531 | $8,431-22.5% | $11,033-40.8% | $6,918-5.6% |