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 | $193,961 | $46,869+313.8% | $122,332+58.6% | $70,131+176.6% |
| Participation rate | 89.3% | 58.2%+31.1pp | 71.6%+17.7pp | 69.5%+19.7pp |
| Annual return | 16.96% | 24.22%-7.3pp | 30.27%-13.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $5,972 | $1,288+363.7% | $4,050+47.4% | $2,342+154.9% |
| Participant deferral / active EE | $7,531 | $2,166+247.6% | $3,287+129.1% | $3,332+126.0% |
| Admin fee / account holder | $43,465 | $3,322+1208.2% | $5,478+693.5% | $4,645+835.7% |