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 | $174,398 | $78,705+121.6% | $117,854+48.0% | $70,131+148.7% |
| Participation rate | 96.3% | 73.2%+23.1pp | 79.7%+16.6pp | 69.5%+26.8pp |
| Annual return | 14.53% | 23.30%-8.8pp | 335.08%-320.5pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,577 | $2,223-29.1% | $3,786-58.3% | $2,342-32.7% |
| Participant deferral / active EE | $2,124 | $3,297-35.6% | $4,482-52.6% | $3,332-36.2% |
| Admin fee / account holder | $1,056 | $5,065-79.2% | $8,020-86.8% | $4,645-77.3% |