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 | $246,714 | $80,717+205.7% | $154,803+59.4% | $84,808+190.9% |
| Participation rate | 81.1% | 66.8%+14.3pp | 78.1%+3.0pp | 68.3%+12.8pp |
| Annual return | 14.74% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,937 | $2,761+42.6% | $4,305-8.6% | $2,631+49.6% |
| Participant deferral / active EE | $7,019 | $3,303+112.5% | $5,540+26.7% | $4,212+66.6% |
| Admin fee / account holder | $1,494 | $6,746-77.8% | $14,329-89.6% | $7,344-79.7% |