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 | $191,658 | $73,933+159.2% | $96,683+98.2% | $75,163+155.0% |
| Participation rate | 93.1% | 66.4%+26.7pp | 74.3%+18.8pp | 67.2%+25.9pp |
| Annual return | 15.64% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,939 | $2,928-33.8% | $3,737-48.1% | $2,670-27.4% |
| Participant deferral / active EE | $10,457 | $3,659+185.8% | $4,878+114.4% | $4,125+153.5% |
| Admin fee / account holder | $23,857 | $5,216+357.4% | $6,730+254.5% | $5,651+322.2% |