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 | $241,073 | $101,724+137.0% | $164,813+46.3% | $80,856+198.1% |
| Participation rate | 89.7% | 71.8%+17.9pp | 78.6%+11.1pp | 67.6%+22.1pp |
| Annual return | 12.92% | 16.72%-3.8pp | 69.93%-57.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $5,530 | $2,953+87.2% | $4,341+27.4% | $2,755+100.7% |
| Participant deferral / active EE | $12,112 | $4,477+170.5% | $6,031+100.8% | $4,296+181.9% |
| Admin fee / account holder | $5,095 | $8,227-38.1% | $12,690-59.9% | $6,918-26.4% |