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 | $117,421 | $45,152+160.1% | $73,843+59.0% | $59,632+96.9% |
| Participation rate | 87.1% | 64.0%+23.1pp | 73.4%+13.7pp | 68.7%+18.4pp |
| Annual return | 2.34% | 27.40%-25.1pp | 2267.84%-2265.5pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $2,496 | $1,902+31.2% | $2,787-10.5% | $2,203+13.3% |
| Participant deferral / active EE | $4,874 | $2,574+89.4% | $3,583+36.0% | $3,192+52.7% |
| Admin fee / account holder | $3,889 | $3,516+10.6% | $4,880-20.3% | $4,297-9.5% |