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 | $237,430 | $89,355+165.7% | $141,162+68.2% | $72,985+225.3% |
| Participation rate | 81.5% | 75.1%+6.4pp | 82.5%-1.0pp | 69.5%+12.0pp |
| Annual return | 24.36% | 111.85%-87.5pp | 71.39%-47.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $2,846 | $3,114-8.6% | $4,735-39.9% | $2,440+16.6% |
| Participant deferral / active EE | $6,313 | $5,418+16.5% | $6,709-5.9% | $3,607+75.0% |
| Admin fee / account holder | $4,633 | $5,958-22.2% | $10,261-54.9% | $5,124-9.6% |