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 | $238,990 | $72,492+229.7% | $87,100+174.4% | $72,985+227.5% |
| Participation rate | 80.4% | 72.8%+7.6pp | 76.9%+3.5pp | 69.5%+10.9pp |
| Annual return | 16.93% | 24.46%-7.5pp | 28.19%-11.3pp | 81.00%-64.1pp |
| Employer contribution / active EE | $3,709 | $1,894+95.8% | $2,521+47.1% | $2,440+52.0% |
| Participant deferral / active EE | $9,262 | $3,270+183.3% | $4,049+128.8% | $3,607+156.8% |
| Admin fee / account holder | $16,608 | $5,055+228.5% | $7,497+121.5% | $5,124+224.1% |