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 | $160,693 | $78,422+104.9% | $95,952+67.5% | $79,858+101.2% |
| Participation rate | 88.1% | 73.5%+14.6pp | 77.1%+11.1pp | 69.6%+18.5pp |
| Annual return | 12.39% | 19.37%-7.0pp | 91.61%-79.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,118 | $1,945+8.9% | $2,541-16.6% | $2,471-14.3% |
| Participant deferral / active EE | $5,066 | $3,440+47.3% | $4,167+21.6% | $3,740+35.5% |
| Admin fee / account holder | $16,730 | $5,622+197.6% | $6,795+146.2% | $5,306+215.3% |