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 | $141,042 | $67,606+108.6% | $82,313+71.3% | $70,131+101.1% |
| Participation rate | 97.9% | 72.8%+25.1pp | 76.9%+21.0pp | 69.5%+28.3pp |
| Annual return | 12.80% | 21.57%-8.8pp | 25.88%-13.1pp | 73.14%-60.3pp |
| Employer contribution / active EE | $6,101 | $1,755+247.7% | $2,428+151.3% | $2,342+160.5% |
| Participant deferral / active EE | $8,725 | $2,987+192.1% | $3,706+135.4% | $3,332+161.9% |
| Admin fee / account holder | $4,623 | $4,512+2.5% | $5,608-17.6% | $4,645-0.5% |