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 | $196,876 | $80,968+143.2% | $96,544+103.9% | $75,163+161.9% |
| Participation rate | 79.3% | 71.8%+7.5pp | 76.0%+3.3pp | 67.2%+12.1pp |
| Annual return | 16.68% | 27.06%-10.4pp | 25.84%-9.2pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,530 | $2,282+10.9% | $2,965-14.7% | $2,670-5.2% |
| Participant deferral / active EE | $10,107 | $3,928+157.3% | $4,851+108.4% | $4,125+145.0% |
| Admin fee / account holder | $4,012 | $6,724-40.3% | $8,252-51.4% | $5,651-29.0% |