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 | $214,276 | $78,422+173.2% | $95,952+123.3% | $79,858+168.3% |
| Participation rate | 84.5% | 73.5%+11.0pp | 77.1%+7.4pp | 69.6%+14.8pp |
| Annual return | 11.92% | 19.37%-7.5pp | 91.61%-79.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,573 | $1,945-19.1% | $2,541-38.1% | $2,471-36.3% |
| Participant deferral / active EE | $6,813 | $3,440+98.1% | $4,167+63.5% | $3,740+82.2% |
| Admin fee / account holder | $2,019 | $5,622-64.1% | $6,795-70.3% | $5,306-62.0% |