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 | $202,431 | $108,825+86.0% | $156,181+29.6% | $82,448+145.5% |
| Participation rate | 92.3% | 72.4%+19.9pp | 78.8%+13.5pp | 68.1%+24.2pp |
| Annual return | 13.08% | 20.59%-7.5pp | 64.87%-51.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,130 | $2,870-60.6% | $4,294-73.7% | $2,551-55.7% |
| Participant deferral / active EE | $5,570 | $4,577+21.7% | $6,132-9.2% | $4,139+34.6% |
| Admin fee / account holder | $7,955 | $9,341-14.8% | $14,586-45.5% | $7,234+10.0% |