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 | $210,445 | $80,717+160.7% | $154,803+35.9% | $84,808+148.1% |
| Participation rate | 76.0% | 66.8%+9.2pp | 78.1%-2.1pp | 68.3%+7.7pp |
| Annual return | 15.61% | 37.96%-22.3pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,762 | $2,761+36.2% | $4,305-12.6% | $2,631+43.0% |
| Participant deferral / active EE | $10,611 | $3,303+221.2% | $5,540+91.5% | $4,212+151.9% |
| Admin fee / account holder | $1,356 | $6,746-79.9% | $14,329-90.5% | $7,344-81.5% |