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 | $222,190 | $77,503+186.7% | $100,391+121.3% | $80,856+174.8% |
| Participation rate | 73.3% | 76.9%-3.6pp | 81.5%-8.1pp | 67.6%+5.7pp |
| Annual return | 18.61% | 37.20%-18.6pp | 49.20%-30.6pp | 35.59%-17.0pp |
| Employer contribution / active EE | $3,884 | $2,801+38.7% | $3,942-1.5% | $2,755+41.0% |
| Participant deferral / active EE | $8,451 | $6,820+23.9% | $8,082+4.6% | $4,296+96.7% |
| Admin fee / account holder | $4,774 | $5,897-19.0% | $7,899-39.6% | $6,918-31.0% |