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 | $81,248+187.1% | $155,509+50.0% | $80,856+188.5% |
| Participation rate | 73.3% | 66.2%+7.1pp | 78.2%-4.9pp | 67.6%+5.7pp |
| Annual return | 13.44% | 33.31%-19.9pp | 64.67%-51.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,742 | $3,100+20.7% | $4,672-19.9% | $2,755+35.8% |
| Participant deferral / active EE | $8,633 | $3,452+150.1% | $5,626+53.4% | $4,296+101.0% |
| Admin fee / account holder | $1,671 | $7,997-79.1% | $15,912-89.5% | $6,918-75.8% |