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 | $239,808 | $83,477+187.3% | $125,175+91.6% | $72,985+228.6% |
| Participation rate | 72.1% | 73.3%-1.2pp | 79.8%-7.7pp | 69.5%+2.6pp |
| Annual return | 21.06% | 25.78%-4.7pp | 43.79%-22.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,628 | $2,345+12.0% | $3,865-32.0% | $2,440+7.7% |
| Participant deferral / active EE | $5,722 | $3,585+59.6% | $4,937+15.9% | $3,607+58.6% |
| Admin fee / account holder | $4,809 | $5,517-12.8% | $9,702-50.4% | $5,124-6.2% |