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 | $186,264 | $58,927+216.1% | $76,817+142.5% | $72,985+155.2% |
| Participation rate | 86.8% | 67.3%+19.5pp | 72.1%+14.8pp | 69.5%+17.4pp |
| Annual return | 22.74% | 2305.64%-2282.9pp | 1166.11%-1143.4pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,602 | $1,787-10.4% | $2,302-30.4% | $2,440-34.4% |
| Participant deferral / active EE | $7,388 | $2,690+174.6% | $3,336+121.5% | $3,607+104.8% |
| Admin fee / account holder | $1,662 | $4,013-58.6% | $6,420-74.1% | $5,124-67.6% |