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 | $235,940 | $109,359+115.7% | $162,163+45.5% | $72,985+223.3% |
| Participation rate | 92.3% | 84.3%+8.1pp | 87.6%+4.8pp | 69.5%+22.8pp |
| Annual return | 23.55% | 25.46%-1.9pp | 115.59%-92.0pp | 81.00%-57.5pp |
| Employer contribution / active EE | $4,489 | $3,907+14.9% | $5,614-20.0% | $2,440+84.0% |
| Participant deferral / active EE | $11,998 | $5,481+118.9% | $7,298+64.4% | $3,607+232.6% |
| Admin fee / account holder | $1,710 | $7,972-78.5% | $10,843-84.2% | $5,124-66.6% |