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 | $222,546 | $93,571+137.8% | $135,903+63.8% | $75,163+196.1% |
| Participation rate | 74.1% | 75.2%-1.1pp | 81.9%-7.8pp | 67.2%+6.9pp |
| Annual return | 18.80% | 30.90%-12.1pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,578 | $3,537-27.1% | $4,856-46.9% | $2,670-3.4% |
| Participant deferral / active EE | $5,169 | $6,404-19.3% | $7,758-33.4% | $4,125+25.3% |
| Admin fee / account holder | $25,607 | $6,975+267.1% | $10,762+137.9% | $5,651+353.1% |