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 | $249,267 | $109,881+126.9% | $150,045+66.1% | $84,808+193.9% |
| Participation rate | 84.4% | 76.1%+8.3pp | 82.3%+2.1pp | 68.3%+16.1pp |
| Annual return | 15.48% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $5,045 | $3,561+41.7% | $4,693+7.5% | $2,631+91.7% |
| Participant deferral / active EE | $15,171 | $6,636+128.6% | $7,997+89.7% | $4,212+260.2% |
| Admin fee / account holder | $2,395 | $8,568-72.0% | $13,435-82.2% | $7,344-67.4% |