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 | $241,442 | $89,355+170.2% | $141,162+71.0% | $72,985+230.8% |
| Participation rate | 88.4% | 75.1%+13.3pp | 82.5%+5.9pp | 69.5%+18.9pp |
| Annual return | 24.14% | 111.85%-87.7pp | 71.39%-47.3pp | 81.00%-56.9pp |
| Employer contribution / active EE | $5,510 | $3,114+76.9% | $4,735+16.4% | $2,440+125.8% |
| Participant deferral / active EE | $6,798 | $5,418+25.5% | $6,709+1.3% | $3,607+88.5% |
| Admin fee / account holder | $7,858 | $5,958+31.9% | $10,261-23.4% | $5,124+53.3% |