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 | $202,360 | $80,968+149.9% | $96,544+109.6% | $75,163+169.2% |
| Participation rate | 89.7% | 71.8%+18.0pp | 76.0%+13.8pp | 67.2%+22.6pp |
| Annual return | 14.29% | 27.06%-12.8pp | 25.84%-11.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $9,232 | $2,282+304.6% | $2,965+211.4% | $2,670+245.8% |
| Participant deferral / active EE | $1,852 | $3,928-52.9% | $4,851-61.8% | $4,125-55.1% |
| Admin fee / account holder | $2,457 | $6,724-63.5% | $8,252-70.2% | $5,651-56.5% |