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 | $152,093 | $104,251+45.9% | $91,001+67.1% | $147,584+3.1% |
| Participation rate | 90.9% | 78.2%+12.7pp | 75.6%+15.3pp | 82.8%+8.1pp |
| Annual return | 16.36% | 27.06%-10.7pp | 4.60%+11.8pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,052 | $3,116-34.2% | $2,456-16.5% | $4,876-57.9% |
| Participant deferral / active EE | $3,671 | $4,195-12.5% | $3,547+3.5% | $5,439-32.5% |
| Admin fee / account holder | $3,002 | $8,948-66.5% | $5,417-44.6% | $10,885-72.4% |