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 | $148,819 | $58,208+155.7% | $81,812+81.9% | $80,856+84.1% |
| Participation rate | 76.1% | 63.4%+12.6pp | 72.3%+3.7pp | 67.6%+8.4pp |
| Annual return | 12.31% | 41.66%-29.3pp | 773.79%-761.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,382 | $2,340+1.8% | $2,912-18.2% | $2,755-13.5% |
| Participant deferral / active EE | $9,209 | $3,281+180.7% | $4,319+113.2% | $4,296+114.4% |
| Admin fee / account holder | $4,453 | $4,981-10.6% | $7,386-39.7% | $6,918-35.6% |