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 | $223,901 | $104,251+114.8% | $91,001+146.0% | $147,584+51.7% |
| Participation rate | 87.0% | 78.2%+8.7pp | 75.6%+11.4pp | 82.8%+4.1pp |
| Annual return | 16.34% | 27.06%-10.7pp | 4.60%+11.7pp | 578.55%-562.2pp |
| Employer contribution / active EE | $3,211 | $3,116+3.1% | $2,456+30.8% | $4,876-34.1% |
| Participant deferral / active EE | $4,981 | $4,195+18.7% | $3,547+40.4% | $5,439-8.4% |
| Admin fee / account holder | $3,642 | $8,948-59.3% | $5,417-32.8% | $10,885-66.5% |