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 | $210,162 | $86,929+141.8% | $102,423+105.2% | $80,856+159.9% |
| Participation rate | 77.6% | 72.4%+5.2pp | 76.5%+1.1pp | 67.6%+9.9pp |
| Annual return | 13.65% | 18.88%-5.2pp | 29.32%-15.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,673 | $2,369+12.8% | $3,023-11.6% | $2,755-3.0% |
| Participant deferral / active EE | $9,622 | $4,118+133.6% | $5,053+90.4% | $4,296+124.0% |
| Admin fee / account holder | $14,223 | $8,049+76.7% | $9,451+50.5% | $6,918+105.6% |