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 | $186,078 | $112,096+66.0% | $95,952+93.9% | $158,922+17.1% |
| Participation rate | 89.5% | 79.0%+10.5pp | 77.1%+12.4pp | 82.0%+7.5pp |
| Annual return | 9.85% | 171.09%-161.2pp | 91.61%-81.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $2,814 | $3,198-12.0% | $2,541+10.7% | $4,761-40.9% |
| Participant deferral / active EE | $8,573 | $4,784+79.2% | $4,167+105.7% | $5,982+43.3% |
| Admin fee / account holder | $4,227 | $10,130-58.3% | $6,795-37.8% | $11,246-62.4% |