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 | $227,198 | $101,724+123.3% | $164,813+37.9% | $80,856+181.0% |
| Participation rate | 86.9% | 71.8%+15.1pp | 78.6%+8.3pp | 67.6%+19.2pp |
| Annual return | 12.97% | 16.72%-3.7pp | 69.93%-57.0pp | 35.59%-22.6pp |
| Employer contribution / active EE | $5,825 | $2,953+97.2% | $4,341+34.2% | $2,755+111.4% |
| Participant deferral / active EE | $5,906 | $4,477+31.9% | $6,031-2.1% | $4,296+37.5% |
| Admin fee / account holder | $9,338 | $8,227+13.5% | $12,690-26.4% | $6,918+35.0% |