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 | $163,704 | $68,719+138.2% | $91,541+78.8% | $84,808+93.0% |
| Participation rate | 76.3% | 64.5%+11.8pp | 69.8%+6.5pp | 68.3%+8.0pp |
| Annual return | 12.86% | 19.12%-6.3pp | 20.50%-7.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,257 | $1,920-34.5% | $2,505-49.8% | $2,631-52.2% |
| Participant deferral / active EE | $7,923 | $3,136+152.7% | $4,008+97.7% | $4,212+88.1% |
| Admin fee / account holder | $5,218 | $5,786-9.8% | $6,956-25.0% | $7,344-28.9% |