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 | $204,184 | $85,766+138.1% | $136,294+49.8% | $70,131+191.1% |
| Participation rate | 77.3% | 74.2%+3.1pp | 81.9%-4.6pp | 69.5%+7.7pp |
| Annual return | 16.62% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $2,605 | $2,966-12.2% | $4,695-44.5% | $2,342+11.2% |
| Participant deferral / active EE | $8,022 | $5,051+58.8% | $6,247+28.4% | $3,332+140.8% |
| Admin fee / account holder | $5,810 | $5,420+7.2% | $9,243-37.1% | $4,645+25.1% |