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 | $231,573 | $109,881+110.7% | $150,045+54.3% | $84,808+173.1% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 16.00% | 28.25%-12.2pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $7,991 | $3,561+124.4% | $4,693+70.3% | $2,631+203.7% |
| Participant deferral / active EE | $7,454 | $6,636+12.3% | $7,997-6.8% | $4,212+77.0% |
| Admin fee / account holder | $45,580 | $8,568+432.0% | $13,435+239.3% | $7,344+520.7% |