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 | $182,199 | $89,753+103.0% | $107,525+69.4% | $84,808+114.8% |
| Participation rate | 88.4% | 68.1%+20.3pp | 75.1%+13.3pp | 68.3%+20.1pp |
| Annual return | 18.02% | 29.48%-11.5pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,982 | $3,113-4.2% | $3,754-20.5% | $2,631+13.4% |
| Participant deferral / active EE | $6,758 | $4,056+66.6% | $5,116+32.1% | $4,212+60.5% |
| Admin fee / account holder | $11,313 | $7,222+56.6% | $8,919+26.8% | $7,344+54.0% |