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 | $183,513 | $93,571+96.1% | $135,903+35.0% | $75,163+144.2% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+29.0pp |
| Annual return | 19.93% | 30.90%-11.0pp | 68.23%-48.3pp | 160.62%-140.7pp |
| Employer contribution / active EE | $5,366 | $3,537+51.7% | $4,856+10.5% | $2,670+101.0% |
| Participant deferral / active EE | $11,418 | $6,404+78.3% | $7,758+47.2% | $4,125+176.8% |
| Admin fee / account holder | $6,263 | $6,975-10.2% | $10,762-41.8% | $5,651+10.8% |