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 | $195,431 | $85,766+127.9% | $136,294+43.4% | $70,131+178.7% |
| Participation rate | 93.5% | 74.2%+19.4pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 17.44% | 31.45%-14.0pp | 5155.94%-5138.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $3,085 | $2,966+4.0% | $4,695-34.3% | $2,342+31.7% |
| Participant deferral / active EE | $7,934 | $5,051+57.1% | $6,247+27.0% | $3,332+138.1% |
| Admin fee / account holder | $1,346 | $5,420-75.2% | $9,243-85.4% | $4,645-71.0% |