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 | $234,144 | $138,347+69.2% | $184,203+27.1% | $80,856+189.6% |
| Participation rate | 94.3% | 83.9%+10.4pp | 86.8%+7.5pp | 67.6%+26.6pp |
| Annual return | 13.14% | 20.02%-6.9pp | 28.81%-15.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,308 | $4,850-31.8% | $6,427-48.5% | $2,755+20.1% |
| Participant deferral / active EE | $10,169 | $7,071+43.8% | $9,131+11.4% | $4,296+136.7% |
| Admin fee / account holder | $12,584 | $10,483+20.0% | $13,901-9.5% | $6,918+81.9% |