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 | $235,935 | $95,803+146.3% | $113,168+108.5% | $84,808+178.2% |
| Participation rate | 71.9% | 72.9%-1.0pp | 76.6%-4.7pp | 68.3%+3.6pp |
| Annual return | 15.18% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $4,381 | $2,360+85.7% | $2,975+47.3% | $2,631+66.5% |
| Participant deferral / active EE | $5,952 | $4,242+40.3% | $5,107+16.5% | $4,212+41.3% |
| Admin fee / account holder | $56,677 | $8,989+530.5% | $12,068+369.7% | $7,344+671.8% |