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 | $196,508 | $73,933+165.8% | $96,683+103.3% | $75,163+161.4% |
| Participation rate | 91.2% | 66.4%+24.8pp | 74.3%+16.8pp | 67.2%+24.0pp |
| Annual return | 22.48% | 26.70%-4.2pp | 35.69%-13.2pp | 160.62%-138.1pp |
| Employer contribution / active EE | $7,661 | $2,928+161.7% | $3,737+105.0% | $2,670+187.0% |
| Participant deferral / active EE | $4,006 | $3,659+9.5% | $4,878-17.9% | $4,125-2.9% |
| Admin fee / account holder | $7,976 | $5,216+52.9% | $6,730+18.5% | $5,651+41.1% |