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 | $235,741 | $77,634+203.7% | $156,549+50.6% | $62,891+274.8% |
| Participation rate | 83.9% | 71.2%+12.7pp | 84.0%-0.1pp | 69.3%+14.6pp |
| Annual return | 7.08% | 50.32%-43.2pp | 32.23%-25.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $8,306 | $3,444+141.2% | $5,501+51.0% | $2,281+264.1% |
| Participant deferral / active EE | $3,833 | $3,045+25.9% | $4,871-21.3% | $3,203+19.7% |
| Admin fee / account holder | $4,199 | $5,561-24.5% | $13,027-67.8% | $4,296-2.2% |