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 | $206,982 | $80,717+156.4% | $154,803+33.7% | $84,808+144.1% |
| Participation rate | 93.9% | 66.8%+27.1pp | 78.1%+15.8pp | 68.3%+25.6pp |
| Annual return | 14.50% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $7,723 | $2,761+179.7% | $4,305+79.4% | $2,631+193.5% |
| Participant deferral / active EE | $6,094 | $3,303+84.5% | $5,540+10.0% | $4,212+44.7% |
| Admin fee / account holder | $1,578 | $6,746-76.6% | $14,329-89.0% | $7,344-78.5% |