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 | $222,356 | $109,413+103.2% | $156,263+42.3% | $84,808+162.2% |
| Participation rate | 88.0% | 72.7%+15.3pp | 78.9%+9.1pp | 68.3%+19.7pp |
| Annual return | 15.43% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,691 | $2,907-7.4% | $4,333-37.9% | $2,631+2.3% |
| Participant deferral / active EE | $7,452 | $4,590+62.4% | $6,158+21.0% | $4,212+76.9% |
| Admin fee / account holder | $3,455 | $9,357-63.1% | $14,255-75.8% | $7,344-53.0% |