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 | $173,336 | $78,422+121.0% | $95,952+80.6% | $79,858+117.1% |
| Participation rate | 96.0% | 73.5%+22.5pp | 77.1%+18.9pp | 69.6%+26.4pp |
| Annual return | 19.78% | 19.37%+0.4pp | 91.61%-71.8pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,972 | $1,945+1.4% | $2,541-22.4% | $2,471-20.2% |
| Participant deferral / active EE | $4,778 | $3,440+38.9% | $4,167+14.7% | $3,740+27.8% |
| Admin fee / account holder | $16,679 | $5,622+196.7% | $6,795+145.4% | $5,306+214.3% |