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 | $177,924 | $80,717+120.4% | $154,803+14.9% | $84,808+109.8% |
| Participation rate | 90.0% | 66.8%+23.2pp | 78.1%+11.9pp | 68.3%+21.7pp |
| Annual return | 14.80% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,052 | $2,761+10.5% | $4,305-29.1% | $2,631+16.0% |
| Participant deferral / active EE | $9,750 | $3,303+195.2% | $5,540+76.0% | $4,212+131.5% |
| Admin fee / account holder | $136,751 | $6,746+1927.2% | $14,329+854.4% | $7,344+1762.1% |