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 | $159,798 | $63,346+152.3% | $92,233+73.3% | $70,131+127.9% |
| Participation rate | 75.0% | 68.7%+6.3pp | 76.5%-1.5pp | 69.5%+5.5pp |
| Annual return | 15.25% | 530.12%-514.9pp | 176.28%-161.0pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,637 | $2,471-33.8% | $3,679-55.5% | $2,342-30.1% |
| Participant deferral / active EE | $7,123 | $2,854+149.6% | $3,897+82.8% | $3,332+113.8% |
| Admin fee / account holder | $1,878 | $3,840-51.1% | $5,194-63.8% | $4,645-59.6% |