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 | $224,856 | $84,556+165.9% | $116,228+93.5% | $74,304+202.6% |
| Participation rate | 76.2% | 66.0%+10.2pp | 74.6%+1.6pp | 60.3%+15.8pp |
| Annual return | 16.78% | 18.35%-1.6pp | 90.06%-73.3pp | 29.43%-12.7pp |
| Employer contribution / active EE | $3,793 | $2,168+75.0% | $2,994+26.7% | $2,241+69.2% |
| Participant deferral / active EE | $5,832 | $3,814+52.9% | $4,953+17.7% | $3,767+54.8% |
| Admin fee / account holder | $26,226 | $3,792+591.6% | $11,989+118.7% | $2,969+783.4% |