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 | $233,069 | $59,839+289.5% | $81,983+184.3% | $79,858+191.9% |
| Participation rate | 97.3% | 61.6%+35.7pp | 69.2%+28.0pp | 69.6%+27.7pp |
| Annual return | 12.76% | 17.56%-4.8pp | 41.31%-28.6pp | 31.71%-19.0pp |
| Employer contribution / active EE | $20,548 | $1,713+1099.2% | $2,498+722.6% | $2,471+731.6% |
| Participant deferral / active EE | $11,035 | $2,695+309.4% | $3,722+196.5% | $3,740+195.0% |
| Admin fee / account holder | $4,955 | $4,287+15.6% | $5,664-12.5% | $5,306-6.6% |