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 | $184,923 | $80,717+129.1% | $154,803+19.5% | $84,808+118.0% |
| Participation rate | 90.4% | 66.8%+23.6pp | 78.1%+12.3pp | 68.3%+22.1pp |
| Annual return | 13.96% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,036 | $2,761-26.3% | $4,305-52.7% | $2,631-22.6% |
| Participant deferral / active EE | $3,460 | $3,303+4.7% | $5,540-37.6% | $4,212-17.8% |
| Admin fee / account holder | $51,302 | $6,746+660.5% | $14,329+258.0% | $7,344+598.6% |