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 | $240,915 | $81,460+195.7% | $103,333+133.1% | $80,856+198.0% |
| Participation rate | 70.4% | 66.8%+3.6pp | 74.5%-4.1pp | 67.6%+2.8pp |
| Annual return | 10.78% | 25.55%-14.8pp | 24.88%-14.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $4,275 | $3,105+37.7% | $3,868+10.5% | $2,755+55.2% |
| Participant deferral / active EE | $9,617 | $3,869+148.6% | $5,057+90.2% | $4,296+123.9% |
| Admin fee / account holder | $6,138 | $6,566-6.5% | $8,355-26.5% | $6,918-11.3% |