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 | $206,437 | $85,766+140.7% | $136,294+51.5% | $70,131+194.4% |
| Participation rate | 88.5% | 74.2%+14.3pp | 81.9%+6.5pp | 69.5%+18.9pp |
| Annual return | 15.59% | 31.45%-15.9pp | 5155.94%-5140.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $7,131 | $2,966+140.4% | $4,695+51.9% | $2,342+204.4% |
| Participant deferral / active EE | $8,461 | $5,051+67.5% | $6,247+35.4% | $3,332+154.0% |
| Admin fee / account holder | $43,293 | $5,420+698.7% | $9,243+368.4% | $4,645+832.0% |