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 | $203,877 | $81,460+150.3% | $103,333+97.3% | $80,856+152.1% |
| Participation rate | 89.7% | 66.8%+22.8pp | 74.5%+15.1pp | 67.6%+22.0pp |
| Annual return | 15.59% | 25.55%-10.0pp | 24.88%-9.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $7,331 | $3,105+136.1% | $3,868+89.5% | $2,755+166.1% |
| Participant deferral / active EE | $8,141 | $3,869+110.4% | $5,057+61.0% | $4,296+89.5% |
| Admin fee / account holder | $5,315 | $6,566-19.1% | $8,355-36.4% | $6,918-23.2% |