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 | $242,990 | $81,248+199.1% | $155,509+56.3% | $80,856+200.5% |
| Participation rate | 89.7% | 66.2%+23.5pp | 78.2%+11.5pp | 67.6%+22.1pp |
| Annual return | 14.83% | 33.31%-18.5pp | 64.67%-49.8pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,616 | $3,100+16.6% | $4,672-22.6% | $2,755+31.3% |
| Participant deferral / active EE | $7,331 | $3,452+112.4% | $5,626+30.3% | $4,296+70.7% |
| Admin fee / account holder | $5,557 | $7,997-30.5% | $15,912-65.1% | $6,918-19.7% |