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 | $230,591 | $154,228+49.5% | $145,433+58.6% | $137,256+68.0% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 20.60% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $7,507 | $4,804+56.3% | $4,554+64.8% | $4,156+80.6% |
| Participant deferral / active EE | $8,665 | $8,216+5.5% | $7,897+9.7% | $6,407+35.3% |
| Admin fee / account holder | $1,598 | $14,344-88.9% | $13,129-87.8% | $12,270-87.0% |