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 | $164,893 | $104,907+57.2% | $84,611+94.9% | $152,861+7.9% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.4%+0.9pp |
| Annual return | 23.06% | 373.79%-350.7pp | 258.74%-235.7pp | 345.32%-322.3pp |
| Employer contribution / active EE | $3,480 | $3,302+5.4% | $2,652+31.2% | $4,762-26.9% |
| Participant deferral / active EE | $5,350 | $4,688+14.1% | $3,899+37.2% | $5,850-8.6% |
| Admin fee / account holder | $4,247 | $6,241-32.0% | $4,912-13.6% | $11,596-63.4% |