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 | $210,511 | $85,766+145.4% | $136,294+54.5% | $70,131+200.2% |
| Participation rate | 85.1% | 74.2%+11.0pp | 81.9%+3.2pp | 69.5%+15.6pp |
| Annual return | 20.74% | 31.45%-10.7pp | 5155.94%-5135.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $6,302 | $2,966+112.5% | $4,695+34.2% | $2,342+169.1% |
| Participant deferral / active EE | $5,876 | $5,051+16.3% | $6,247-5.9% | $3,332+76.4% |
| Admin fee / account holder | $2,475 | $5,420-54.3% | $9,243-73.2% | $4,645-46.7% |