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 | $222,778 | $83,477+166.9% | $125,175+78.0% | $72,985+205.2% |
| Participation rate | 92.3% | 73.3%+19.0pp | 79.8%+12.5pp | 69.5%+22.8pp |
| Annual return | 18.78% | 25.78%-7.0pp | 43.79%-25.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $4,670 | $2,345+99.1% | $3,865+20.8% | $2,440+91.4% |
| Participant deferral / active EE | $10,507 | $3,585+193.1% | $4,937+112.8% | $3,607+191.3% |
| Admin fee / account holder | $50,877 | $5,517+822.1% | $9,702+424.4% | $5,124+892.8% |