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 | $195,001 | $85,766+127.4% | $136,294+43.1% | $70,131+178.1% |
| Participation rate | 88.0% | 74.2%+13.8pp | 81.9%+6.1pp | 69.5%+18.5pp |
| Annual return | 23.85% | 31.45%-7.6pp | 5155.94%-5132.1pp | 73.14%-49.3pp |
| Employer contribution / active EE | $1,407 | $2,966-52.6% | $4,695-70.0% | $2,342-39.9% |
| Participant deferral / active EE | $6,420 | $5,051+27.1% | $6,247+2.8% | $3,332+92.7% |
| Admin fee / account holder | $1,240 | $5,420-77.1% | $9,243-86.6% | $4,645-73.3% |