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 | $206,878 | $101,724+103.4% | $164,813+25.5% | $80,856+155.9% |
| Participation rate | 97.2% | 71.8%+25.4pp | 78.6%+18.6pp | 67.6%+29.6pp |
| Annual return | 12.39% | 16.72%-4.3pp | 69.93%-57.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $8,085 | $2,953+173.7% | $4,341+86.2% | $2,755+193.5% |
| Participant deferral / active EE | $6,794 | $4,477+51.7% | $6,031+12.6% | $4,296+58.1% |
| Admin fee / account holder | $8,418 | $8,227+2.3% | $12,690-33.7% | $6,918+21.7% |