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 | $208,982 | $154,117+35.6% | $129,995+60.8% | $139,434+49.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 17.92% | 32.48%-14.6pp | -137.18%+155.1pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,467 | $5,289-53.4% | $4,320-42.9% | $4,751-48.1% |
| Participant deferral / active EE | $10,094 | $6,710+50.4% | $5,820+73.4% | $6,710+50.4% |
| Admin fee / account holder | $2,493 | $14,007-82.2% | $10,614-76.5% | $11,403-78.1% |