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 | $210,499 | $89,355+135.6% | $141,162+49.1% | $72,985+188.4% |
| Participation rate | 84.6% | 75.1%+9.5pp | 82.5%+2.1pp | 69.5%+15.1pp |
| Annual return | 22.85% | 111.85%-89.0pp | 71.39%-48.5pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,306 | $3,114-58.1% | $4,735-72.4% | $2,440-46.5% |
| Participant deferral / active EE | $8,502 | $5,418+56.9% | $6,709+26.7% | $3,607+135.7% |
| Admin fee / account holder | $13,083 | $5,958+119.6% | $10,261+27.5% | $5,124+155.3% |