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 | $218,219 | $89,355+144.2% | $141,162+54.6% | $72,985+199.0% |
| Participation rate | 82.7% | 75.1%+7.6pp | 82.5%+0.2pp | 69.5%+13.2pp |
| Annual return | 21.80% | 111.85%-90.0pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $4,732 | $3,114+51.9% | $4,735-0.1% | $2,440+93.9% |
| Participant deferral / active EE | $9,344 | $5,418+72.5% | $6,709+39.3% | $3,607+159.0% |
| Admin fee / account holder | $7,295 | $5,958+22.4% | $10,261-28.9% | $5,124+42.4% |