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 | $183,759 | $74,888+145.4% | $71,209+158.1% | $142,382+29.1% |
| Participation rate | 87.0% | 76.2%+10.7pp | 73.8%+13.2pp | 80.1%+6.8pp |
| Annual return | 17.50% | 345.14%-327.6pp | 282.51%-265.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $6,377 | $2,854+123.4% | $2,721+134.3% | $4,299+48.3% |
| Participant deferral / active EE | $5,356 | $4,454+20.2% | $4,175+28.3% | $6,507-17.7% |
| Admin fee / account holder | $1,998 | $5,568-64.1% | $5,349-62.6% | $12,624-84.2% |