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 | $206,355 | $80,673+155.8% | $101,326+103.7% | $84,808+143.3% |
| Participation rate | 81.0% | 77.8%+3.2pp | 81.5%-0.5pp | 68.3%+12.6pp |
| Annual return | 14.76% | 38.95%-24.2pp | 36.82%-22.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $5,005 | $2,698+85.5% | $3,665+36.6% | $2,631+90.2% |
| Participant deferral / active EE | $13,915 | $6,840+103.4% | $7,994+74.1% | $4,212+230.4% |
| Admin fee / account holder | $10,310 | $12,784-19.4% | $11,185-7.8% | $7,344+40.4% |