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 | $233,284 | $81,233+187.2% | $155,567+50.0% | $80,874+188.5% |
| Participation rate | 73.3% | 66.2%+7.1pp | 78.2%-4.9pp | 67.6%+5.7pp |
| Annual return | 13.44% | 33.33%-19.9pp | 64.74%-51.3pp | 35.62%-22.2pp |
| Employer contribution / active EE | $3,742 | $3,101+20.7% | $4,674-19.9% | $2,756+35.8% |
| Participant deferral / active EE | $8,633 | $3,452+150.1% | $5,628+53.4% | $4,297+100.9% |
| Admin fee / account holder | $1,671 | $7,998-79.1% | $15,916-89.5% | $6,935-75.9% |