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 | $241,605 | $73,933+226.8% | $96,683+149.9% | $75,163+221.4% |
| Participation rate | 91.7% | 66.4%+25.2pp | 74.3%+17.3pp | 67.2%+24.5pp |
| Annual return | 18.45% | 26.70%-8.2pp | 35.69%-17.2pp | 160.62%-142.2pp |
| Employer contribution / active EE | $9,350 | $2,928+219.3% | $3,737+150.2% | $2,670+250.2% |
| Participant deferral / active EE | $9,840 | $3,659+169.0% | $4,878+101.7% | $4,125+138.5% |
| Admin fee / account holder | $5,925 | $5,216+13.6% | $6,730-12.0% | $5,651+4.9% |