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 | $203,634 | $85,766+137.4% | $136,294+49.4% | $70,131+190.4% |
| Participation rate | 97.4% | 74.2%+23.2pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 19.23% | 31.45%-12.2pp | 5155.94%-5136.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $8,248 | $2,966+178.1% | $4,695+75.7% | $2,342+252.1% |
| Participant deferral / active EE | $8,214 | $5,051+62.6% | $6,247+31.5% | $3,332+146.5% |
| Admin fee / account holder | $4,271 | $5,420-21.2% | $9,243-53.8% | $4,645-8.1% |