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 | $204,624 | $87,841+132.9% | $133,980+52.7% | $62,891+225.4% |
| Participation rate | 82.8% | 83.4%-0.6pp | 87.1%-4.3pp | 69.3%+13.5pp |
| Annual return | 16.89% | 12.05%+4.8pp | 29.30%-12.4pp | 20.14%-3.3pp |
| Employer contribution / active EE | $8,240 | $3,483+136.6% | $5,211+58.1% | $2,281+261.3% |
| Participant deferral / active EE | $9,206 | $4,812+91.3% | $6,282+46.5% | $3,203+187.4% |
| Admin fee / account holder | $25,281 | $5,371+370.7% | $9,324+171.1% | $4,296+488.5% |