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 | $170,422 | $63,346+169.0% | $92,233+84.8% | $70,131+143.0% |
| Participation rate | 78.1% | 68.7%+9.5pp | 76.5%+1.6pp | 69.5%+8.6pp |
| Annual return | 17.21% | 530.12%-512.9pp | 176.28%-159.1pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,025 | $2,471-58.5% | $3,679-72.1% | $2,342-56.2% |
| Participant deferral / active EE | $4,022 | $2,854+40.9% | $3,897+3.2% | $3,332+20.7% |
| Admin fee / account holder | $1,307 | $3,840-66.0% | $5,194-74.8% | $4,645-71.9% |