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 | $238,570 | $118,450+101.4% | $98,439+142.4% | $139,434+71.1% |
| Participation rate | 88.9% | 77.4%+11.5pp | 75.2%+13.7pp | 80.3%+8.6pp |
| Annual return | 17.89% | 18.94%-1.0pp | 21.16%-3.3pp | 372.94%-355.1pp |
| Employer contribution / active EE | $7,507 | $3,609+108.0% | $3,048+146.3% | $4,751+58.0% |
| Participant deferral / active EE | $11,373 | $5,392+110.9% | $4,738+140.0% | $6,710+69.5% |
| Admin fee / account holder | $6,530 | $14,026-53.4% | $8,948-27.0% | $11,403-42.7% |