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 | $247,338 | $77,899+217.5% | $149,673+65.3% | $75,163+229.1% |
| Participation rate | 77.8% | 65.6%+12.2pp | 78.8%-1.0pp | 67.2%+10.6pp |
| Annual return | 23.54% | 31.72%-8.2pp | 134.42%-110.9pp | 160.62%-137.1pp |
| Employer contribution / active EE | $5,278 | $3,137+68.2% | $4,818+9.6% | $2,670+97.7% |
| Participant deferral / active EE | $5,417 | $3,411+58.8% | $5,680-4.6% | $4,125+31.3% |
| Admin fee / account holder | $5,087 | $5,956-14.6% | $13,210-61.5% | $5,651-10.0% |