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 | $192,978 | $148,978+29.5% | $200,582-3.8% | $84,808+127.5% |
| Participation rate | 94.1% | 84.2%+9.9pp | 86.9%+7.2pp | 68.3%+25.8pp |
| Annual return | 16.62% | 28.16%-11.5pp | 42.33%-25.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $5,972 | $4,815+24.0% | $6,419-7.0% | $2,631+127.0% |
| Participant deferral / active EE | $12,096 | $7,142+69.4% | $9,331+29.6% | $4,212+187.2% |
| Admin fee / account holder | $3,392 | $13,977-75.7% | $16,305-79.2% | $7,344-53.8% |