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 | $171,088 | $69,515+146.1% | $86,874+96.9% | $85,850+99.3% |
| Participation rate | 91.4% | 66.3%+25.1pp | 71.6%+19.7pp | 69.3%+22.1pp |
| Annual return | 15.21% | 20.12%-4.9pp | 63.52%-48.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $2,517 | $1,880+33.8% | $2,495+0.9% | $2,565-1.9% |
| Participant deferral / active EE | $4,319 | $2,919+48.0% | $3,699+16.8% | $3,952+9.3% |
| Admin fee / account holder | $6,121 | $5,972+2.5% | $5,828+5.0% | $6,260-2.2% |