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 | $226,737 | $93,571+142.3% | $135,903+66.8% | $75,163+201.7% |
| Participation rate | 80.8% | 75.2%+5.6pp | 81.9%-1.1pp | 67.2%+13.6pp |
| Annual return | 24.78% | 30.90%-6.1pp | 68.23%-43.5pp | 160.62%-135.8pp |
| Employer contribution / active EE | $1,409 | $3,537-60.2% | $4,856-71.0% | $2,670-47.2% |
| Participant deferral / active EE | $12,416 | $6,404+93.9% | $7,758+60.0% | $4,125+201.0% |
| Admin fee / account holder | $1,936 | $6,975-72.2% | $10,762-82.0% | $5,651-65.7% |