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 | $231,665 | $148,978+55.5% | $200,582+15.5% | $84,808+173.2% |
| Participation rate | 88.6% | 84.2%+4.3pp | 86.9%+1.7pp | 68.3%+20.3pp |
| Annual return | 18.13% | 28.16%-10.0pp | 42.33%-24.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $4,219 | $4,815-12.4% | $6,419-34.3% | $2,631+60.4% |
| Participant deferral / active EE | $10,832 | $7,142+51.7% | $9,331+16.1% | $4,212+157.2% |
| Admin fee / account holder | $5,688 | $13,977-59.3% | $16,305-65.1% | $7,344-22.5% |