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 | $223,307 | $101,724+119.5% | $164,813+35.5% | $80,856+176.2% |
| Participation rate | 97.6% | 71.8%+25.7pp | 78.6%+19.0pp | 67.6%+29.9pp |
| Annual return | 13.70% | 16.72%-3.0pp | 69.93%-56.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $16,969 | $2,953+474.5% | $4,341+290.9% | $2,755+516.0% |
| Participant deferral / active EE | $4,028 | $4,477-10.0% | $6,031-33.2% | $4,296-6.2% |
| Admin fee / account holder | $9,509 | $8,227+15.6% | $12,690-25.1% | $6,918+37.5% |