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 | $208,550 | $81,248+156.7% | $155,509+34.1% | $80,856+157.9% |
| Participation rate | 92.6% | 66.2%+26.4pp | 78.2%+14.4pp | 67.6%+25.0pp |
| Annual return | 13.28% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,162 | $3,100-30.3% | $4,672-53.7% | $2,755-21.5% |
| Participant deferral / active EE | $6,699 | $3,452+94.1% | $5,626+19.1% | $4,296+56.0% |
| Admin fee / account holder | $666 | $7,997-91.7% | $15,912-95.8% | $6,918-90.4% |