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 | $202,217 | $106,749+89.4% | $145,433+39.0% | $82,448+145.3% |
| Participation rate | 98.1% | 75.6%+22.5pp | 82.1%+16.0pp | 68.1%+30.0pp |
| Annual return | 15.39% | 27.59%-12.2pp | 66.58%-51.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $3,637 | $3,444+5.6% | $4,554-20.1% | $2,551+42.6% |
| Participant deferral / active EE | $8,158 | $6,519+25.1% | $7,897+3.3% | $4,139+97.1% |
| Admin fee / account holder | $21,519 | $8,390+156.5% | $13,129+63.9% | $7,234+197.5% |