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 | $111,634 | $47,848+133.3% | $81,478+37.0% | $70,131+59.2% |
| Participation rate | 81.0% | 58.3%+22.7pp | 68.0%+13.0pp | 69.5%+11.4pp |
| Annual return | 17.29% | 27.25%-10.0pp | 38.78%-21.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $3,583 | $1,527+134.6% | $2,568+39.5% | $2,342+53.0% |
| Participant deferral / active EE | $5,151 | $2,453+110.0% | $3,537+45.6% | $3,332+54.6% |
| Admin fee / account holder | $3,109 | $3,145-1.1% | $4,561-31.8% | $4,645-33.1% |