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 | $245,849 | $76,552+221.2% | $123,892+98.4% | $62,891+290.9% |
| Participation rate | 92.6% | 73.0%+19.6pp | 81.4%+11.2pp | 69.3%+23.3pp |
| Annual return | 7.94% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $3,171 | $2,883+10.0% | $4,617-31.3% | $2,281+39.0% |
| Participant deferral / active EE | $6,996 | $4,840+44.6% | $5,984+16.9% | $3,203+118.4% |
| Admin fee / account holder | $7,906 | $4,826+63.8% | $8,357-5.4% | $4,296+84.0% |