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 | $183,494 | $80,717+127.3% | $154,803+18.5% | $84,808+116.4% |
| Participation rate | 96.3% | 66.8%+29.5pp | 78.1%+18.2pp | 68.3%+28.0pp |
| Annual return | 16.38% | 37.96%-21.6pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,927 | $2,761+6.0% | $4,305-32.0% | $2,631+11.3% |
| Participant deferral / active EE | $12,515 | $3,303+278.9% | $5,540+125.9% | $4,212+197.2% |
| Admin fee / account holder | $5,192 | $6,746-23.0% | $14,329-63.8% | $7,344-29.3% |