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 | $192,253 | $89,355+115.2% | $141,162+36.2% | $72,985+163.4% |
| Participation rate | 73.0% | 75.1%-2.1pp | 82.5%-9.5pp | 69.5%+3.5pp |
| Annual return | 25.86% | 111.85%-86.0pp | 71.39%-45.5pp | 81.00%-55.1pp |
| Employer contribution / active EE | $4,709 | $3,114+51.2% | $4,735-0.5% | $2,440+93.0% |
| Participant deferral / active EE | $11,243 | $5,418+107.5% | $6,709+67.6% | $3,607+211.7% |
| Admin fee / account holder | $9,102 | $5,958+52.8% | $10,261-11.3% | $5,124+77.6% |