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 | $214,759 | $78,926+172.1% | $136,749+57.0% | $84,808+153.2% |
| Participation rate | 83.3% | 62.2%+21.2pp | 72.1%+11.2pp | 68.3%+15.0pp |
| Annual return | 15.39% | 18.17%-2.8pp | 24.33%-8.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,539 | $2,134-27.9% | $3,400-54.7% | $2,631-41.5% |
| Participant deferral / active EE | $5,371 | $3,168+69.5% | $4,692+14.5% | $4,212+27.5% |
| Admin fee / account holder | $2,598 | $6,369-59.2% | $11,386-77.2% | $7,344-64.6% |