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 | $111,728 | $53,127+110.3% | $86,590+29.0% | $70,131+59.3% |
| Participation rate | 89.1% | 65.3%+23.8pp | 73.5%+15.5pp | 69.5%+19.5pp |
| Annual return | 13.64% | 27.66%-14.0pp | 964.84%-951.2pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,588 | $2,068-23.2% | $2,839-44.1% | $2,342-32.2% |
| Participant deferral / active EE | $2,622 | $2,696-2.7% | $3,609-27.3% | $3,332-21.3% |
| Admin fee / account holder | $11,056 | $3,585+208.4% | $4,906+125.4% | $4,645+138.0% |