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 | $229,728 | $101,724+125.8% | $164,813+39.4% | $80,856+184.1% |
| Participation rate | 97.0% | 71.8%+25.1pp | 78.6%+18.4pp | 67.6%+29.3pp |
| Annual return | 10.89% | 16.72%-5.8pp | 69.93%-59.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $4,568 | $2,953+54.7% | $4,341+5.2% | $2,755+65.8% |
| Participant deferral / active EE | $7,819 | $4,477+74.6% | $6,031+29.6% | $4,296+82.0% |
| Admin fee / account holder | $4,843 | $8,227-41.1% | $12,690-61.8% | $6,918-30.0% |