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 | $202,247 | $58,523+245.6% | $99,443+103.4% | $72,985+177.1% |
| Participation rate | 89.7% | 64.6%+25.0pp | 73.8%+15.8pp | 69.5%+20.2pp |
| Annual return | 31.43% | 28.51%+2.9pp | 30.72%+0.7pp | 81.00%-49.6pp |
| Employer contribution / active EE | $590 | $1,512-61.0% | $2,540-76.8% | $2,440-75.8% |
| Participant deferral / active EE | $4,253 | $2,606+63.2% | $3,619+17.5% | $3,607+17.9% |
| Admin fee / account holder | $16,406 | $4,102+300.0% | $6,250+162.5% | $5,124+220.2% |