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 | $162,034 | $61,774+162.3% | $97,226+66.7% | $80,856+100.4% |
| Participation rate | 77.4% | 63.5%+13.9pp | 72.7%+4.7pp | 67.6%+9.7pp |
| Annual return | 13.85% | -557.90%+571.7pp | 75.13%-61.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,950 | $1,837+115.1% | $2,729+44.8% | $2,755+43.4% |
| Participant deferral / active EE | $7,310 | $3,029+141.3% | $4,264+71.4% | $4,296+70.2% |
| Admin fee / account holder | $18,405 | $5,166+256.3% | $5,654+225.6% | $6,918+166.1% |