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 | $174,736 | $85,766+103.7% | $136,294+28.2% | $70,131+149.2% |
| Participation rate | 93.8% | 74.2%+19.6pp | 81.9%+11.8pp | 69.5%+24.2pp |
| Annual return | 19.68% | 31.45%-11.8pp | 5155.94%-5136.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $7,245 | $2,966+144.3% | $4,695+54.3% | $2,342+209.3% |
| Participant deferral / active EE | $4,856 | $5,051-3.9% | $6,247-22.3% | $3,332+45.8% |
| Admin fee / account holder | $3,911 | $5,420-27.8% | $9,243-57.7% | $4,645-15.8% |