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 | $206,102 | $80,717+155.3% | $154,803+33.1% | $84,808+143.0% |
| Participation rate | 80.0% | 66.8%+13.2pp | 78.1%+1.9pp | 68.3%+11.7pp |
| Annual return | 16.63% | 37.96%-21.3pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $5,706 | $2,761+106.6% | $4,305+32.5% | $2,631+116.9% |
| Participant deferral / active EE | $3,027 | $3,303-8.4% | $5,540-45.4% | $4,212-28.1% |
| Admin fee / account holder | $3,397 | $6,746-49.6% | $14,329-76.3% | $7,344-53.7% |