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 | $208,598 | $67,606+208.5% | $82,313+153.4% | $70,131+197.4% |
| Participation rate | 82.4% | 72.8%+9.6pp | 76.9%+5.5pp | 69.5%+12.8pp |
| Annual return | 22.92% | 21.57%+1.4pp | 25.88%-3.0pp | 73.14%-50.2pp |
| Employer contribution / active EE | $1,405 | $1,755-20.0% | $2,428-42.2% | $2,342-40.0% |
| Participant deferral / active EE | $4,686 | $2,987+56.9% | $3,706+26.4% | $3,332+40.6% |
| Admin fee / account holder | $19,958 | $4,512+342.3% | $5,608+255.9% | $4,645+329.6% |