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 | $203,004 | $67,606+200.3% | $82,313+146.6% | $70,131+189.5% |
| Participation rate | 82.3% | 72.8%+9.5pp | 76.9%+5.4pp | 69.5%+12.7pp |
| Annual return | 12.67% | 21.57%-8.9pp | 25.88%-13.2pp | 73.14%-60.5pp |
| Employer contribution / active EE | $2,590 | $1,755+47.6% | $2,428+6.7% | $2,342+10.6% |
| Participant deferral / active EE | $7,342 | $2,987+145.8% | $3,706+98.1% | $3,332+120.4% |
| Admin fee / account holder | $1,958 | $4,512-56.6% | $5,608-65.1% | $4,645-57.9% |