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 | $191,509 | $81,460+135.1% | $103,333+85.3% | $80,856+136.9% |
| Participation rate | 78.3% | 66.8%+11.5pp | 74.5%+3.8pp | 67.6%+10.7pp |
| Annual return | 16.24% | 25.55%-9.3pp | 24.88%-8.6pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,205 | $3,105-29.0% | $3,868-43.0% | $2,755-20.0% |
| Participant deferral / active EE | $8,576 | $3,869+121.7% | $5,057+69.6% | $4,296+99.6% |
| Admin fee / account holder | $8,837 | $6,566+34.6% | $8,355+5.8% | $6,918+27.7% |