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 | $180,114 | $78,422+129.7% | $95,952+87.7% | $79,858+125.5% |
| Participation rate | 90.2% | 73.5%+16.7pp | 77.1%+13.1pp | 69.6%+20.6pp |
| Annual return | 19.47% | 19.37%+0.1pp | 91.61%-72.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,137 | $1,945-41.6% | $2,541-55.3% | $2,471-54.0% |
| Participant deferral / active EE | $6,565 | $3,440+90.9% | $4,167+57.6% | $3,740+75.5% |
| Admin fee / account holder | $9,329 | $5,622+65.9% | $6,795+37.3% | $5,306+75.8% |