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 | $222,178 | $77,503+186.7% | $100,391+121.3% | $80,856+174.8% |
| Participation rate | 88.6% | 76.9%+11.6pp | 81.5%+7.1pp | 67.6%+20.9pp |
| Annual return | 17.66% | 37.20%-19.5pp | 49.20%-31.5pp | 35.59%-17.9pp |
| Employer contribution / active EE | $4,404 | $2,801+57.2% | $3,942+11.7% | $2,755+59.9% |
| Participant deferral / active EE | $12,625 | $6,820+85.1% | $8,082+56.2% | $4,296+193.9% |
| Admin fee / account holder | $4,282 | $5,897-27.4% | $7,899-45.8% | $6,918-38.1% |