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 | $221,416 | $94,625+134.0% | $116,228+90.5% | $84,808+161.1% |
| Participation rate | 73.5% | 70.4%+3.1pp | 74.6%-1.0pp | 68.3%+5.2pp |
| Annual return | 16.24% | 20.40%-4.2pp | 90.06%-73.8pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,234 | $2,347+80.4% | $2,994+41.4% | $2,631+60.9% |
| Participant deferral / active EE | $4,041 | $3,972+1.8% | $4,953-18.4% | $4,212-4.0% |
| Admin fee / account holder | $4,435 | $10,091-56.0% | $11,989-63.0% | $7,344-39.6% |