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 | $152,909 | $59,101+158.7% | $77,163+98.2% | $75,163+103.4% |
| Participation rate | 80.0% | 63.9%+16.1pp | 69.6%+10.4pp | 67.2%+12.8pp |
| Annual return | 18.74% | 26.71%-8.0pp | 37.87%-19.1pp | 160.62%-141.9pp |
| Employer contribution / active EE | $4,340 | $1,995+117.5% | $2,535+71.2% | $2,670+62.5% |
| Participant deferral / active EE | $3,162 | $2,999+5.4% | $3,833-17.5% | $4,125-23.3% |
| Admin fee / account holder | $3,554 | $4,774-25.6% | $5,472-35.1% | $5,651-37.1% |