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 | $179,720 | $93,571+92.1% | $135,903+32.2% | $75,163+139.1% |
| Participation rate | 97.3% | 75.2%+22.1pp | 81.9%+15.4pp | 67.2%+30.1pp |
| Annual return | 21.29% | 30.90%-9.6pp | 68.23%-46.9pp | 160.62%-139.3pp |
| Employer contribution / active EE | $2,996 | $3,537-15.3% | $4,856-38.3% | $2,670+12.2% |
| Participant deferral / active EE | $9,135 | $6,404+42.6% | $7,758+17.7% | $4,125+121.4% |
| Admin fee / account holder | $10,137 | $6,975+45.3% | $10,762-5.8% | $5,651+79.4% |