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 | $224,868 | $76,552+193.7% | $123,892+81.5% | $62,891+257.6% |
| Participation rate | 84.3% | 73.0%+11.3pp | 81.4%+2.9pp | 69.3%+15.0pp |
| Annual return | 8.25% | 18.68%-10.4pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,040 | $2,883-63.9% | $4,617-77.5% | $2,281-54.4% |
| Participant deferral / active EE | $11,581 | $4,840+139.3% | $5,984+93.5% | $3,203+261.6% |
| Admin fee / account holder | $5,374 | $4,826+11.4% | $8,357-35.7% | $4,296+25.1% |