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 | $220,537 | $73,933+198.3% | $96,683+128.1% | $75,163+193.4% |
| Participation rate | 73.0% | 66.4%+6.6pp | 74.3%-1.4pp | 67.2%+5.8pp |
| Annual return | 14.88% | 26.70%-11.8pp | 35.69%-20.8pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,766 | $2,928-39.7% | $3,737-52.7% | $2,670-33.9% |
| Participant deferral / active EE | $6,991 | $3,659+91.1% | $4,878+43.3% | $4,125+69.5% |
| Admin fee / account holder | $59,415 | $5,216+1039.0% | $6,730+782.9% | $5,651+951.4% |