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 | $187,053 | $63,346+195.3% | $92,233+102.8% | $70,131+166.7% |
| Participation rate | 90.4% | 68.7%+21.7pp | 76.5%+13.9pp | 69.5%+20.8pp |
| Annual return | 16.04% | 530.12%-514.1pp | 176.28%-160.2pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,158 | $2,471-53.1% | $3,679-68.5% | $2,342-50.6% |
| Participant deferral / active EE | $6,764 | $2,854+137.0% | $3,897+73.6% | $3,332+103.0% |
| Admin fee / account holder | $13,273 | $3,840+245.6% | $5,194+155.6% | $4,645+185.7% |