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 | $249,821 | $109,881+127.4% | $150,045+66.5% | $84,808+194.6% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 18.25% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $6,677 | $3,561+87.5% | $4,693+42.3% | $2,631+153.8% |
| Participant deferral / active EE | $14,571 | $6,636+119.6% | $7,997+82.2% | $4,212+246.0% |
| Admin fee / account holder | $1,042 | $8,568-87.8% | $13,435-92.2% | $7,344-85.8% |