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 | $141,638 | $60,349+134.7% | $74,183+90.9% | $62,891+125.2% |
| Participation rate | 96.4% | 72.7%+23.7pp | 76.6%+19.8pp | 69.3%+27.1pp |
| Annual return | 12.79% | 21.37%-8.6pp | 17.74%-4.9pp | 20.14%-7.4pp |
| Employer contribution / active EE | $5,720 | $1,680+240.4% | $2,370+141.3% | $2,281+150.8% |
| Participant deferral / active EE | $6,951 | $2,856+143.4% | $3,550+95.8% | $3,203+117.0% |
| Admin fee / account holder | $1,896 | $4,261-55.5% | $5,586-66.1% | $4,296-55.9% |