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 | $207,902 | $93,571+122.2% | $135,903+53.0% | $75,163+176.6% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.3pp | 67.2%+29.0pp |
| Annual return | 15.37% | 30.90%-15.5pp | 68.23%-52.9pp | 160.62%-145.3pp |
| Employer contribution / active EE | $3,009 | $3,537-14.9% | $4,856-38.0% | $2,670+12.7% |
| Participant deferral / active EE | $8,249 | $6,404+28.8% | $7,758+6.3% | $4,125+100.0% |
| Admin fee / account holder | $5,537 | $6,975-20.6% | $10,762-48.6% | $5,651-2.0% |