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 | $194,925 | $91,538+112.9% | $129,995+49.9% | $75,163+159.3% |
| Participation rate | 92.0% | 71.4%+20.5pp | 78.5%+13.5pp | 67.2%+24.8pp |
| Annual return | 17.82% | -631.11%+648.9pp | -137.18%+155.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,357 | $2,845-17.2% | $4,320-45.4% | $2,670-11.7% |
| Participant deferral / active EE | $6,495 | $4,341+49.6% | $5,820+11.6% | $4,125+57.4% |
| Admin fee / account holder | $7,421 | $6,790+9.3% | $10,614-30.1% | $5,651+31.3% |