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 | $217,581 | $78,705+176.5% | $117,854+84.6% | $70,131+210.2% |
| Participation rate | 86.2% | 73.2%+13.0pp | 79.7%+6.5pp | 69.5%+16.7pp |
| Annual return | 18.31% | 23.30%-5.0pp | 335.08%-316.8pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,765 | $2,223+24.3% | $3,786-27.0% | $2,342+18.0% |
| Participant deferral / active EE | $8,502 | $3,297+157.9% | $4,482+89.7% | $3,332+155.2% |
| Admin fee / account holder | $907 | $5,065-82.1% | $8,020-88.7% | $4,645-80.5% |