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 | $236,475 | $80,968+192.1% | $96,544+144.9% | $75,163+214.6% |
| Participation rate | 91.2% | 71.8%+19.4pp | 76.0%+15.2pp | 67.2%+24.0pp |
| Annual return | 20.80% | 27.06%-6.3pp | 25.84%-5.0pp | 160.62%-139.8pp |
| Employer contribution / active EE | $3,146 | $2,282+37.9% | $2,965+6.1% | $2,670+17.8% |
| Participant deferral / active EE | $8,196 | $3,928+108.6% | $4,851+69.0% | $4,125+98.7% |
| Admin fee / account holder | $5,414 | $6,724-19.5% | $8,252-34.4% | $5,651-4.2% |