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 | $246,114 | $109,413+124.9% | $156,263+57.5% | $84,808+190.2% |
| Participation rate | 79.3% | 72.7%+6.6pp | 78.9%+0.4pp | 68.3%+11.0pp |
| Annual return | 12.50% | 20.18%-7.7pp | 59.47%-47.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $3,237 | $2,907+11.4% | $4,333-25.3% | $2,631+23.0% |
| Participant deferral / active EE | $6,797 | $4,590+48.1% | $6,158+10.4% | $4,212+61.4% |
| Admin fee / account holder | $5,917 | $9,357-36.8% | $14,255-58.5% | $7,344-19.4% |