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 | $197,727 | $63,355+212.1% | $91,989+114.9% | $72,985+170.9% |
| Participation rate | 88.0% | 72.5%+15.5pp | 78.6%+9.4pp | 69.5%+18.5pp |
| Annual return | 19.44% | 35.35%-15.9pp | 69.02%-49.6pp | 81.00%-61.6pp |
| Employer contribution / active EE | $4,293 | $2,116+102.9% | $3,452+24.4% | $2,440+75.9% |
| Participant deferral / active EE | $7,843 | $4,883+60.6% | $5,923+32.4% | $3,607+117.4% |
| Admin fee / account holder | $1,155 | $4,668-75.3% | $7,743-85.1% | $5,124-77.5% |