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 | $196,125 | $59,101+231.8% | $77,163+154.2% | $75,163+160.9% |
| Participation rate | 86.0% | 63.9%+22.2pp | 69.6%+16.5pp | 67.2%+18.9pp |
| Annual return | 18.34% | 26.71%-8.4pp | 37.87%-19.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $5,194 | $1,995+160.3% | $2,535+104.9% | $2,670+94.6% |
| Participant deferral / active EE | $8,251 | $2,999+175.1% | $3,833+115.3% | $4,125+100.0% |
| Admin fee / account holder | $1,070 | $4,774-77.6% | $5,472-80.4% | $5,651-81.1% |