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 | $176,944 | $85,766+106.3% | $136,294+29.8% | $70,131+152.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 81.9%+5.6pp | 69.5%+18.0pp |
| Annual return | 14.80% | 31.45%-16.7pp | 5155.94%-5141.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $4,241 | $2,966+43.0% | $4,695-9.7% | $2,342+81.0% |
| Participant deferral / active EE | $7,549 | $5,051+49.4% | $6,247+20.8% | $3,332+126.6% |
| Admin fee / account holder | $1,973 | $5,420-63.6% | $9,243-78.7% | $4,645-57.5% |