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 | $181,697 | $60,124+202.2% | $90,404+101.0% | $79,858+127.5% |
| Participation rate | 73.3% | 65.0%+8.4pp | 72.7%+0.7pp | 69.6%+3.7pp |
| Annual return | 23.04% | 71.94%-48.9pp | 1293.02%-1270.0pp | 31.71%-8.7pp |
| Employer contribution / active EE | $1,824 | $2,068-11.8% | $3,262-44.1% | $2,471-26.2% |
| Participant deferral / active EE | $3,836 | $2,938+30.6% | $3,963-3.2% | $3,740+2.6% |
| Admin fee / account holder | $4,337 | $3,976+9.1% | $5,611-22.7% | $5,306-18.3% |