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 | $244,004 | $81,460+199.5% | $103,333+136.1% | $80,856+201.8% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 17.99% | 25.55%-7.6pp | 24.88%-6.9pp | 35.59%-17.6pp |
| Employer contribution / active EE | $4,730 | $3,105+52.3% | $3,868+22.3% | $2,755+71.7% |
| Participant deferral / active EE | $7,508 | $3,869+94.1% | $5,057+48.5% | $4,296+74.8% |
| Admin fee / account holder | $1,891 | $6,566-71.2% | $8,355-77.4% | $6,918-72.7% |