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 | $226,405 | $81,248+178.7% | $155,509+45.6% | $80,856+180.0% |
| Participation rate | 83.3% | 66.2%+17.1pp | 78.2%+5.1pp | 67.6%+15.7pp |
| Annual return | 13.75% | 33.31%-19.6pp | 64.67%-50.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $4,888 | $3,100+57.6% | $4,672+4.6% | $2,755+77.4% |
| Participant deferral / active EE | $5,401 | $3,452+56.5% | $5,626-4.0% | $4,296+25.7% |
| Admin fee / account holder | $3,151 | $7,997-60.6% | $15,912-80.2% | $6,918-54.4% |