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 | $176,955 | $85,766+106.3% | $136,294+29.8% | $70,131+152.3% |
| Participation rate | 87.1% | 74.2%+12.9pp | 81.9%+5.2pp | 69.5%+17.6pp |
| Annual return | 18.76% | 31.45%-12.7pp | 5155.94%-5137.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $635 | $2,966-78.6% | $4,695-86.5% | $2,342-72.9% |
| Participant deferral / active EE | $7,138 | $5,051+41.3% | $6,247+14.3% | $3,332+114.2% |
| Admin fee / account holder | $2,805 | $5,420-48.3% | $9,243-69.7% | $4,645-39.6% |