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 | $100,753 | $47,848+110.6% | $81,478+23.7% | $70,131+43.7% |
| Participation rate | 81.4% | 58.3%+23.1pp | 68.0%+13.4pp | 69.5%+11.9pp |
| Annual return | 14.85% | 27.25%-12.4pp | 38.78%-23.9pp | 73.14%-58.3pp |
| Employer contribution / active EE | $6,164 | $1,527+303.7% | $2,568+140.1% | $2,342+163.2% |
| Participant deferral / active EE | $4,523 | $2,453+84.4% | $3,537+27.9% | $3,332+35.7% |
| Admin fee / account holder | $1,291 | $3,145-58.9% | $4,561-71.7% | $4,645-72.2% |