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 | $174,772 | $60,124+190.7% | $90,404+93.3% | $79,858+118.9% |
| Participation rate | 82.1% | 65.0%+17.1pp | 72.7%+9.4pp | 69.6%+12.4pp |
| Annual return | 10.85% | 71.94%-61.1pp | 1293.02%-1282.2pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,808 | $2,068-12.6% | $3,262-44.6% | $2,471-26.8% |
| Participant deferral / active EE | $4,403 | $2,938+49.9% | $3,963+11.1% | $3,740+17.7% |
| Admin fee / account holder | $4,579 | $3,976+15.2% | $5,611-18.4% | $5,306-13.7% |