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 | $179,227 | $54,705+227.6% | $71,209+151.7% | $84,808+111.3% |
| Participation rate | 97.0% | 64.1%+32.9pp | 73.8%+23.2pp | 68.3%+28.7pp |
| Annual return | 15.71% | 35.90%-20.2pp | 282.51%-266.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,613 | $2,158-25.2% | $2,721-40.7% | $2,631-38.7% |
| Participant deferral / active EE | $1,887 | $3,030-37.7% | $4,175-54.8% | $4,212-55.2% |
| Admin fee / account holder | $8,768 | $4,863+80.3% | $5,349+63.9% | $7,344+19.4% |