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 | $221,510 | $87,841+152.2% | $133,980+65.3% | $62,891+252.2% |
| Participation rate | 92.9% | 83.4%+9.5pp | 87.1%+5.8pp | 69.3%+23.6pp |
| Annual return | 8.60% | 12.05%-3.5pp | 29.30%-20.7pp | 20.14%-11.5pp |
| Employer contribution / active EE | $6,167 | $3,483+77.1% | $5,211+18.3% | $2,281+170.4% |
| Participant deferral / active EE | $11,929 | $4,812+147.9% | $6,282+89.9% | $3,203+272.4% |
| Admin fee / account holder | $5,168 | $5,371-3.8% | $9,324-44.6% | $4,296+20.3% |