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 | $222,514 | $87,013+155.7% | $106,213+109.5% | $80,856+175.2% |
| Participation rate | 76.0% | 70.4%+5.6pp | 75.3%+0.7pp | 67.6%+8.4pp |
| Annual return | 14.24% | 17.05%-2.8pp | 116.14%-101.9pp | 35.59%-21.4pp |
| Employer contribution / active EE | $8,704 | $2,395+263.4% | $3,171+174.4% | $2,755+215.9% |
| Participant deferral / active EE | $8,243 | $3,986+106.8% | $5,016+64.3% | $4,296+91.9% |
| Admin fee / account holder | $52,434 | $8,431+521.9% | $11,033+375.2% | $6,918+657.9% |