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 | $199,731 | $91,552+118.2% | $133,956+49.1% | $79,858+150.1% |
| Participation rate | 94.2% | 73.3%+20.9pp | 79.8%+14.4pp | 69.6%+24.6pp |
| Annual return | 20.15% | 61.85%-41.7pp | 45.09%-24.9pp | 31.71%-11.6pp |
| Employer contribution / active EE | $1,836 | $2,384-23.0% | $3,919-53.2% | $2,471-25.7% |
| Participant deferral / active EE | $4,204 | $3,733+12.6% | $5,048-16.7% | $3,740+12.4% |
| Admin fee / account holder | $5,164 | $6,321-18.3% | $8,927-42.2% | $5,306-2.7% |