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 | $185,766 | $60,892+205.1% | $82,389+125.5% | $84,808+119.0% |
| Participation rate | 81.1% | 63.3%+17.8pp | 69.5%+11.5pp | 68.3%+12.8pp |
| Annual return | 17.03% | 37.29%-20.3pp | 28.67%-11.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,126 | $1,779+75.7% | $2,517+24.2% | $2,631+18.8% |
| Participant deferral / active EE | $10,011 | $3,179+214.9% | $4,155+141.0% | $4,212+137.7% |
| Admin fee / account holder | $20,271 | $5,467+270.8% | $7,231+180.4% | $7,344+176.0% |