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 | $209,598 | $85,766+144.4% | $136,294+53.8% | $70,131+198.9% |
| Participation rate | 96.1% | 74.2%+21.9pp | 81.9%+14.2pp | 69.5%+26.5pp |
| Annual return | 16.20% | 31.45%-15.3pp | 5155.94%-5139.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $5,416 | $2,966+82.6% | $4,695+15.4% | $2,342+131.2% |
| Participant deferral / active EE | $8,279 | $5,051+63.9% | $6,247+32.5% | $3,332+148.5% |
| Admin fee / account holder | $12,173 | $5,420+124.6% | $9,243+31.7% | $4,645+162.0% |