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 | $193,630 | $85,766+125.8% | $136,294+42.1% | $70,131+176.1% |
| Participation rate | 92.0% | 74.2%+17.8pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 15.38% | 31.45%-16.1pp | 5155.94%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $7,142 | $2,966+140.8% | $4,695+52.1% | $2,342+204.9% |
| Participant deferral / active EE | $6,762 | $5,051+33.9% | $6,247+8.2% | $3,332+103.0% |
| Admin fee / account holder | $6,708 | $5,420+23.8% | $9,243-27.4% | $4,645+44.4% |