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 | $160,081 | $51,175+212.8% | $70,515+127.0% | $75,163+113.0% |
| Participation rate | 72.9% | 60.9%+12.0pp | 68.3%+4.6pp | 67.2%+5.7pp |
| Annual return | 16.03% | 30.02%-14.0pp | 32.77%-16.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $3,368 | $1,826+84.5% | $2,973+13.3% | $2,670+26.2% |
| Participant deferral / active EE | $7,923 | $2,849+178.1% | $4,567+73.5% | $4,125+92.1% |
| Admin fee / account holder | $33,918 | $4,091+729.2% | $6,412+429.0% | $5,651+500.2% |