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 | $182,719 | $91,037+100.7% | $71,671+154.9% | $147,584+23.8% |
| Participation rate | 91.7% | 76.1%+15.5pp | 68.7%+22.9pp | 82.8%+8.8pp |
| Annual return | 20.27% | 20.48%-0.2pp | 20.65%-0.4pp | 578.55%-558.3pp |
| Employer contribution / active EE | $694 | $3,327-79.2% | $2,460-71.8% | $4,876-85.8% |
| Participant deferral / active EE | $6,866 | $4,498+52.6% | $3,438+99.7% | $5,439+26.2% |
| Admin fee / account holder | $20,611 | $8,613+139.3% | $5,558+270.8% | $10,885+89.3% |