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 | $207,769 | $109,359+90.0% | $162,163+28.1% | $72,985+184.7% |
| Participation rate | 89.2% | 84.3%+5.0pp | 87.6%+1.7pp | 69.5%+19.7pp |
| Annual return | 18.44% | 25.46%-7.0pp | 115.59%-97.1pp | 81.00%-62.6pp |
| Employer contribution / active EE | $7,083 | $3,907+81.3% | $5,614+26.2% | $2,440+190.3% |
| Participant deferral / active EE | $3,422 | $5,481-37.6% | $7,298-53.1% | $3,607-5.1% |
| Admin fee / account holder | $16,492 | $7,972+106.9% | $10,843+52.1% | $5,124+221.8% |