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 | $189,514 | $91,552+107.0% | $133,956+41.5% | $79,858+137.3% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.5pp | 69.6%+13.7pp |
| Annual return | 14.42% | 61.85%-47.4pp | 45.09%-30.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $3,289 | $2,384+38.0% | $3,919-16.1% | $2,471+33.1% |
| Participant deferral / active EE | $7,147 | $3,733+91.4% | $5,048+41.6% | $3,740+91.1% |
| Admin fee / account holder | $6,846 | $6,321+8.3% | $8,927-23.3% | $5,306+29.0% |