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 | $183,300 | $93,571+95.9% | $135,903+34.9% | $75,163+143.9% |
| Participation rate | 86.8% | 75.2%+11.7pp | 81.9%+4.9pp | 67.2%+19.7pp |
| Annual return | 20.17% | 30.90%-10.7pp | 68.23%-48.1pp | 160.62%-140.5pp |
| Employer contribution / active EE | $2,804 | $3,537-20.7% | $4,856-42.3% | $2,670+5.0% |
| Participant deferral / active EE | $8,183 | $6,404+27.8% | $7,758+5.5% | $4,125+98.4% |
| Admin fee / account holder | $17,872 | $6,975+156.2% | $10,762+66.1% | $5,651+216.3% |