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 | $153,798 | $48,076+219.9% | $78,689+95.5% | $62,891+144.5% |
| Participation rate | 78.4% | 65.2%+13.2pp | 73.6%+4.8pp | 69.3%+9.1pp |
| Annual return | 7.38% | 31.35%-24.0pp | 62.18%-54.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,585 | $2,015-21.3% | $2,851-44.4% | $2,281-30.5% |
| Participant deferral / active EE | $5,135 | $2,588+98.5% | $3,517+46.0% | $3,203+60.3% |
| Admin fee / account holder | $9,299 | $3,207+189.9% | $4,510+106.2% | $4,296+116.5% |