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 | $240,874 | $109,881+119.2% | $150,045+60.5% | $84,808+184.0% |
| Participation rate | 79.6% | 76.1%+3.5pp | 82.3%-2.7pp | 68.3%+11.3pp |
| Annual return | 18.35% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $4,609 | $3,561+29.4% | $4,693-1.8% | $2,631+75.2% |
| Participant deferral / active EE | $9,549 | $6,636+43.9% | $7,997+19.4% | $4,212+126.7% |
| Admin fee / account holder | $23,660 | $8,568+176.1% | $13,435+76.1% | $7,344+222.2% |