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 | $224,299 | $80,673+178.0% | $101,326+121.4% | $84,808+164.5% |
| Participation rate | 80.0% | 77.8%+2.2pp | 81.5%-1.5pp | 68.3%+11.7pp |
| Annual return | 16.15% | 38.95%-22.8pp | 36.82%-20.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,051 | $2,698-24.0% | $3,665-44.0% | $2,631-22.0% |
| Participant deferral / active EE | $10,557 | $6,840+54.3% | $7,994+32.1% | $4,212+150.7% |
| Admin fee / account holder | $22,342 | $12,784+74.8% | $11,185+99.7% | $7,344+204.2% |