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 | $246,322 | $131,829+86.8% | $108,579+126.9% | $273,961-10.1% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.6%+13.8pp | 83.0%+10.3pp |
| Annual return | 5.81% | -91.57%+97.4pp | -51.70%+57.5pp | 41.45%-35.6pp |
| Employer contribution / active EE | $5,825 | $4,912+18.6% | $3,758+55.0% | $4,869+19.7% |
| Participant deferral / active EE | $8,085 | $5,127+57.7% | $4,311+87.5% | $5,287+52.9% |
| Admin fee / account holder | $11,796 | $10,252+15.1% | $7,645+54.3% | $10,132+16.4% |