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 | $222,973 | $106,515+109.3% | $96,683+130.6% | $139,434+59.9% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 13.12% | 38.43%-25.3pp | 35.69%-22.6pp | 372.94%-359.8pp |
| Employer contribution / active EE | $937 | $4,103-77.2% | $3,737-74.9% | $4,751-80.3% |
| Participant deferral / active EE | $4,953 | $5,454-9.2% | $4,878+1.5% | $6,710-26.2% |
| Admin fee / account holder | $7,392 | $7,877-6.2% | $6,730+9.8% | $11,403-35.2% |