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 | $246,721 | $72,492+240.3% | $87,100+183.3% | $72,985+238.0% |
| Participation rate | 92.9% | 72.8%+20.0pp | 76.9%+16.0pp | 69.5%+23.4pp |
| Annual return | 20.70% | 24.46%-3.8pp | 28.19%-7.5pp | 81.00%-60.3pp |
| Employer contribution / active EE | $4,161 | $1,894+119.7% | $2,521+65.0% | $2,440+70.5% |
| Participant deferral / active EE | $7,810 | $3,270+138.9% | $4,049+92.9% | $3,607+116.5% |
| Admin fee / account holder | $16,824 | $5,055+232.8% | $7,497+124.4% | $5,124+228.3% |