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 | $211,691 | $68,547+208.8% | $120,354+75.9% | $80,856+161.8% |
| Participation rate | 75.9% | 61.6%+14.3pp | 71.9%+4.0pp | 67.6%+8.2pp |
| Annual return | 14.31% | 23.60%-9.3pp | 107.15%-92.8pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,178 | $2,051+54.9% | $3,463-8.2% | $2,755+15.4% |
| Participant deferral / active EE | $6,191 | $3,173+95.1% | $4,991+24.0% | $4,296+44.1% |
| Admin fee / account holder | $5,263 | $5,732-8.2% | $9,423-44.1% | $6,918-23.9% |