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 | $216,824 | $93,571+131.7% | $135,903+59.5% | $75,163+188.5% |
| Participation rate | 72.5% | 75.2%-2.7pp | 81.9%-9.4pp | 67.2%+5.3pp |
| Annual return | 16.63% | 30.90%-14.3pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $3,272 | $3,537-7.5% | $4,856-32.6% | $2,670+22.6% |
| Participant deferral / active EE | $8,667 | $6,404+35.3% | $7,758+11.7% | $4,125+110.1% |
| Admin fee / account holder | $18,699 | $6,975+168.1% | $10,762+73.8% | $5,651+230.9% |