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 7-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 | $220,416 | $95,803+130.1% | $113,168+94.8% | $84,808+159.9% |
| Participation rate | 82.4% | 72.9%+9.5pp | 76.6%+5.8pp | 68.3%+14.0pp |
| Annual return | 18.15% | 25.00%-6.9pp | 24.27%-6.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,796 | $2,360-23.9% | $2,975-39.6% | $2,631-31.7% |
| Participant deferral / active EE | $5,590 | $4,242+31.8% | $5,107+9.5% | $4,212+32.7% |
| Admin fee / account holder | $13,707 | $8,989+52.5% | $12,068+13.6% | $7,344+86.6% |