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 | $51,638+247.1% | $68,368+162.2% | $82,448+117.4% |
| Participation rate | 97.0% | 63.6%+33.4pp | 73.8%+23.2pp | 68.1%+28.9pp |
| Annual return | 15.71% | 37.53%-21.8pp | 292.57%-276.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,613 | $2,047-21.2% | $2,649-39.1% | $2,551-36.8% |
| Participant deferral / active EE | $1,887 | $2,914-35.2% | $4,123-54.2% | $4,139-54.4% |
| Admin fee / account holder | $8,768 | $4,643+88.8% | $5,150+70.3% | $7,234+21.2% |