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 | $200,791 | $67,606+197.0% | $82,313+143.9% | $70,131+186.3% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.9%+12.4pp | 69.5%+19.7pp |
| Annual return | 17.70% | 21.57%-3.9pp | 25.88%-8.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $3,936 | $1,755+124.3% | $2,428+62.1% | $2,342+68.0% |
| Participant deferral / active EE | $8,125 | $2,987+172.0% | $3,706+119.2% | $3,332+143.9% |
| Admin fee / account holder | $7,080 | $4,512+56.9% | $5,608+26.2% | $4,645+52.4% |