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 | $192,543 | $80,717+138.5% | $154,803+24.4% | $84,808+127.0% |
| Participation rate | 82.1% | 66.8%+15.3pp | 78.1%+4.1pp | 68.3%+13.8pp |
| Annual return | 15.49% | 37.96%-22.5pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,315 | $2,761+20.1% | $4,305-23.0% | $2,631+26.0% |
| Participant deferral / active EE | $7,939 | $3,303+140.3% | $5,540+43.3% | $4,212+88.5% |
| Admin fee / account holder | $2,630 | $6,746-61.0% | $14,329-81.6% | $7,344-64.2% |