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 | $247,600 | $101,724+143.4% | $164,813+50.2% | $80,856+206.2% |
| Participation rate | 82.8% | 71.8%+10.9pp | 78.6%+4.2pp | 67.6%+15.1pp |
| Annual return | 29.12% | 16.72%+12.4pp | 69.93%-40.8pp | 35.59%-6.5pp |
| Employer contribution / active EE | $4,890 | $2,953+65.6% | $4,341+12.7% | $2,755+77.5% |
| Participant deferral / active EE | $6,183 | $4,477+38.1% | $6,031+2.5% | $4,296+43.9% |
| Admin fee / account holder | $1,638 | $8,227-80.1% | $12,690-87.1% | $6,918-76.3% |