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 | $237,134 | $109,881+115.8% | $150,045+58.0% | $84,808+179.6% |
| Participation rate | 83.9% | 76.1%+7.8pp | 82.3%+1.5pp | 68.3%+15.6pp |
| Annual return | 17.64% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,856 | $3,561-19.8% | $4,693-39.1% | $2,631+8.6% |
| Participant deferral / active EE | $5,067 | $6,636-23.6% | $7,997-36.6% | $4,212+20.3% |
| Admin fee / account holder | $486 | $8,568-94.3% | $13,435-96.4% | $7,344-93.4% |