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 | $190,975 | $67,606+182.5% | $82,313+132.0% | $70,131+172.3% |
| Participation rate | 89.5% | 72.8%+16.7pp | 76.9%+12.6pp | 69.5%+19.9pp |
| Annual return | 16.33% | 21.57%-5.2pp | 25.88%-9.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,600 | $1,755+48.2% | $2,428+7.1% | $2,342+11.0% |
| Participant deferral / active EE | $6,929 | $2,987+132.0% | $3,706+87.0% | $3,332+108.0% |
| Admin fee / account holder | $16,447 | $4,512+264.5% | $5,608+193.3% | $4,645+254.0% |