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 | $231,366 | $85,766+169.8% | $136,294+69.8% | $70,131+229.9% |
| Participation rate | 97.3% | 74.2%+23.1pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 19.50% | 31.45%-12.0pp | 5155.94%-5136.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $9,953 | $2,966+235.6% | $4,695+112.0% | $2,342+324.9% |
| Participant deferral / active EE | $9,008 | $5,051+78.3% | $6,247+44.2% | $3,332+170.4% |
| Admin fee / account holder | $2,504 | $5,420-53.8% | $9,243-72.9% | $4,645-46.1% |