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 | $211,431 | $109,359+93.3% | $162,163+30.4% | $72,985+189.7% |
| Participation rate | 92.3% | 84.3%+8.1pp | 87.6%+4.8pp | 69.5%+22.8pp |
| Annual return | 25.08% | 25.46%-0.4pp | 115.59%-90.5pp | 81.00%-55.9pp |
| Employer contribution / active EE | $2,472 | $3,907-36.7% | $5,614-56.0% | $2,440+1.3% |
| Participant deferral / active EE | $11,064 | $5,481+101.8% | $7,298+51.6% | $3,607+206.7% |
| Admin fee / account holder | $2,080 | $7,972-73.9% | $10,843-80.8% | $5,124-59.4% |