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 | $224,112 | $53,018+322.7% | $70,014+220.1% | $62,891+256.3% |
| Participation rate | 89.3% | 67.2%+22.1pp | 71.8%+17.5pp | 69.3%+20.0pp |
| Annual return | 9.86% | 13.35%-3.5pp | 12.99%-3.1pp | 20.14%-10.3pp |
| Employer contribution / active EE | $4,449 | $1,799+147.3% | $2,338+90.2% | $2,281+95.0% |
| Participant deferral / active EE | $10,641 | $2,395+344.3% | $2,931+263.1% | $3,203+232.2% |
| Admin fee / account holder | $1,464 | $3,690-60.3% | $4,380-66.6% | $4,296-65.9% |