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 | $179,146 | $111,754+60.3% | $103,333+73.4% | $145,922+22.8% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 11.31% | 24.77%-13.5pp | 24.88%-13.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,425 | $4,212-42.4% | $3,868-37.3% | $4,660-48.0% |
| Participant deferral / active EE | $7,225 | $5,619+28.6% | $5,057+42.9% | $6,688+8.0% |
| Admin fee / account holder | $26,397 | $9,750+170.7% | $8,355+216.0% | $13,397+97.0% |