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 | $248,743 | $138,347+79.8% | $184,203+35.0% | $80,856+207.6% |
| Participation rate | 75.7% | 83.9%-8.2pp | 86.8%-11.1pp | 67.6%+8.1pp |
| Annual return | 15.00% | 20.02%-5.0pp | 28.81%-13.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $5,758 | $4,850+18.7% | $6,427-10.4% | $2,755+109.0% |
| Participant deferral / active EE | $14,106 | $7,071+99.5% | $9,131+54.5% | $4,296+228.4% |
| Admin fee / account holder | $17,704 | $10,483+68.9% | $13,901+27.4% | $6,918+155.9% |