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 | $238,184 | $70,475+238.0% | $100,516+137.0% | $79,858+198.3% |
| Participation rate | 84.4% | 73.7%+10.8pp | 79.4%+5.0pp | 69.6%+14.8pp |
| Annual return | 16.42% | 21.90%-5.5pp | 30.89%-14.5pp | 31.71%-15.3pp |
| Employer contribution / active EE | $4,554 | $2,165+110.4% | $3,418+33.3% | $2,471+84.3% |
| Participant deferral / active EE | $7,580 | $5,181+46.3% | $6,270+20.9% | $3,740+102.7% |
| Admin fee / account holder | $10,655 | $4,478+137.9% | $8,081+31.9% | $5,306+100.8% |