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 | $203,798 | $81,248+150.8% | $155,509+31.1% | $80,856+152.0% |
| Participation rate | 74.7% | 66.2%+8.4pp | 78.2%-3.5pp | 67.6%+7.0pp |
| Annual return | 11.97% | 33.31%-21.3pp | 64.67%-52.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $7,080 | $3,100+128.4% | $4,672+51.5% | $2,755+157.0% |
| Participant deferral / active EE | $4,939 | $3,452+43.1% | $5,626-12.2% | $4,296+15.0% |
| Admin fee / account holder | $1,850 | $7,997-76.9% | $15,912-88.4% | $6,918-73.3% |