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 | $180,328 | $105,998+70.1% | $92,233+95.5% | $147,584+22.2% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 20.28% | 50.05%-29.8pp | 176.28%-156.0pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,220 | $4,333-71.9% | $3,679-66.9% | $4,876-75.0% |
| Participant deferral / active EE | $6,635 | $4,478+48.2% | $3,897+70.3% | $5,439+22.0% |
| Admin fee / account holder | $19,329 | $6,332+205.2% | $5,194+272.2% | $10,885+77.6% |