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 | $214,360 | $111,754+91.8% | $103,333+107.4% | $145,922+46.9% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 29.04% | 24.77%+4.3pp | 24.88%+4.2pp | 561.29%-532.2pp |
| Employer contribution / active EE | $4,180 | $4,212-0.8% | $3,868+8.1% | $4,660-10.3% |
| Participant deferral / active EE | $8,691 | $5,619+54.7% | $5,057+71.9% | $6,688+30.0% |
| Admin fee / account holder | $9,891 | $9,750+1.4% | $8,355+18.4% | $13,397-26.2% |