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 | $240,130 | $109,881+118.5% | $150,045+60.0% | $84,808+183.1% |
| Participation rate | 87.1% | 76.1%+11.0pp | 82.3%+4.8pp | 68.3%+18.8pp |
| Annual return | 14.66% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $6,071 | $3,561+70.5% | $4,693+29.4% | $2,631+130.7% |
| Participant deferral / active EE | $13,165 | $6,636+98.4% | $7,997+64.6% | $4,212+212.6% |
| Admin fee / account holder | $3,725 | $8,568-56.5% | $13,435-72.3% | $7,344-49.3% |