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 | $181,104 | $85,766+111.2% | $136,294+32.9% | $70,131+158.2% |
| Participation rate | 98.1% | 74.2%+23.9pp | 81.9%+16.2pp | 69.5%+28.5pp |
| Annual return | 16.31% | 31.45%-15.1pp | 5155.94%-5139.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,812 | $2,966-5.2% | $4,695-40.1% | $2,342+20.1% |
| Participant deferral / active EE | $5,015 | $5,051-0.7% | $6,247-19.7% | $3,332+50.5% |
| Admin fee / account holder | $11,473 | $5,420+111.7% | $9,243+24.1% | $4,645+147.0% |