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 | $225,499 | $72,277+212.0% | $101,248+122.7% | $79,858+182.4% |
| Participation rate | 72.0% | 68.5%+3.5pp | 75.8%-3.8pp | 69.6%+2.4pp |
| Annual return | 15.97% | 22.30%-6.3pp | 46.47%-30.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,108 | $2,692+15.5% | $3,660-15.1% | $2,471+25.8% |
| Participant deferral / active EE | $4,247 | $3,282+29.4% | $4,370-2.8% | $3,740+13.6% |
| Admin fee / account holder | $1,399 | $4,400-68.2% | $5,945-76.5% | $5,306-73.6% |