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 | $190,748 | $85,766+122.4% | $136,294+40.0% | $70,131+172.0% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 21.83% | 31.45%-9.6pp | 5155.94%-5134.1pp | 73.14%-51.3pp |
| Employer contribution / active EE | $2,358 | $2,966-20.5% | $4,695-49.8% | $2,342+0.6% |
| Participant deferral / active EE | $10,837 | $5,051+114.5% | $6,247+73.5% | $3,332+225.3% |
| Admin fee / account holder | $5,834 | $5,420+7.6% | $9,243-36.9% | $4,645+25.6% |