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 | $187,299 | $94,625+97.9% | $116,228+61.1% | $84,808+120.9% |
| Participation rate | 94.7% | 70.4%+24.3pp | 74.6%+20.2pp | 68.3%+26.4pp |
| Annual return | 12.83% | 20.40%-7.6pp | 90.06%-77.2pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,514 | $2,347-35.5% | $2,994-49.4% | $2,631-42.5% |
| Participant deferral / active EE | $3,079 | $3,972-22.5% | $4,953-37.8% | $4,212-26.9% |
| Admin fee / account holder | $1,967 | $10,091-80.5% | $11,989-83.6% | $7,344-73.2% |