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 | $233,522 | $95,453+144.6% | $112,040+108.4% | $82,448+183.2% |
| Participation rate | 73.0% | 72.8%+0.3pp | 76.5%-3.5pp | 68.1%+4.9pp |
| Annual return | 13.76% | 23.92%-10.2pp | 24.52%-10.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $3,072 | $2,318+32.5% | $2,954+4.0% | $2,551+20.4% |
| Participant deferral / active EE | $9,830 | $4,224+132.7% | $5,098+92.8% | $4,139+137.5% |
| Admin fee / account holder | $50,089 | $9,013+455.7% | $12,098+314.0% | $7,234+592.4% |