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 | $206,281 | $101,724+102.8% | $164,813+25.2% | $80,856+155.1% |
| Participation rate | 91.4% | 71.8%+19.6pp | 78.6%+12.8pp | 67.6%+23.8pp |
| Annual return | 18.22% | 16.72%+1.5pp | 69.93%-51.7pp | 35.59%-17.4pp |
| Employer contribution / active EE | $3,445 | $2,953+16.6% | $4,341-20.6% | $2,755+25.1% |
| Participant deferral / active EE | $5,428 | $4,477+21.2% | $6,031-10.0% | $4,296+26.3% |
| Admin fee / account holder | $6,618 | $8,227-19.6% | $12,690-47.9% | $6,918-4.3% |