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 | $151,114 | $65,365+131.2% | $92,893+62.7% | $72,985+107.0% |
| Participation rate | 93.8% | 68.3%+25.5pp | 76.0%+17.8pp | 69.5%+24.4pp |
| Annual return | 18.36% | 42.10%-23.7pp | 109.41%-91.1pp | 81.00%-62.6pp |
| Employer contribution / active EE | $3,566 | $2,594+37.5% | $3,653-2.4% | $2,440+46.2% |
| Participant deferral / active EE | $4,000 | $3,128+27.9% | $4,236-5.6% | $3,607+10.9% |
| Admin fee / account holder | $19,808 | $4,251+365.9% | $5,794+241.9% | $5,124+286.5% |