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 | $202,807 | $53,777+277.1% | $134,143+51.2% | $79,858+154.0% |
| Participation rate | 80.6% | 58.8%+21.9pp | 72.2%+8.5pp | 69.6%+11.0pp |
| Annual return | 14.01% | 19.01%-5.0pp | 36.33%-22.3pp | 31.71%-17.7pp |
| Employer contribution / active EE | $4,548 | $1,321+244.2% | $3,704+22.8% | $2,471+84.1% |
| Participant deferral / active EE | $3,587 | $2,420+48.2% | $3,499+2.5% | $3,740-4.1% |
| Admin fee / account holder | $1,237 | $3,984-68.9% | $6,684-81.5% | $5,306-76.7% |