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 | $211,406 | $86,944+143.2% | $107,525+96.6% | $74,304+184.5% |
| Participation rate | 85.0% | 59.6%+25.5pp | 75.1%+10.0pp | 60.3%+24.7pp |
| Annual return | 16.74% | 23.52%-6.8pp | 181.32%-164.6pp | 29.43%-12.7pp |
| Employer contribution / active EE | $2,727 | $2,757-1.1% | $3,754-27.4% | $2,241+21.7% |
| Participant deferral / active EE | $11,873 | $3,554+234.1% | $5,116+132.1% | $3,767+215.2% |
| Admin fee / account holder | $20,801 | $3,727+458.2% | $8,919+133.2% | $2,969+600.7% |