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 | $216,567 | $84,233+157.1% | $170,442+27.1% | $70,131+208.8% |
| Participation rate | 89.0% | 70.8%+18.2pp | 83.6%+5.4pp | 69.5%+19.5pp |
| Annual return | 18.74% | 23.06%-4.3pp | 205.93%-187.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $3,296 | $3,387-2.7% | $5,433-39.3% | $2,342+40.7% |
| Participant deferral / active EE | $4,852 | $3,086+57.2% | $4,939-1.8% | $3,332+45.6% |
| Admin fee / account holder | $14,802 | $5,698+159.8% | $13,880+6.6% | $4,645+218.6% |