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 | $244,982 | $54,705+347.8% | $71,209+244.0% | $84,808+188.9% |
| Participation rate | 73.0% | 64.1%+8.9pp | 73.8%-0.8pp | 68.3%+4.7pp |
| Annual return | 18.75% | 35.90%-17.1pp | 282.51%-263.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,549 | $2,158+18.1% | $2,721-6.3% | $2,631-3.1% |
| Participant deferral / active EE | $7,386 | $3,030+143.7% | $4,175+76.9% | $4,212+75.4% |
| Admin fee / account holder | $10,486 | $4,863+115.6% | $5,349+96.0% | $7,344+42.8% |