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 | $174,853 | $83,902+108.4% | $167,512+4.4% | $84,808+106.2% |
| Participation rate | 79.7% | 66.5%+13.2pp | 77.1%+2.7pp | 68.3%+11.4pp |
| Annual return | 15.82% | 91.55%-75.7pp | 1615.79%-1600.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,371 | $2,264+4.7% | $3,882-38.9% | $2,631-9.9% |
| Participant deferral / active EE | $5,065 | $4,442+14.0% | $6,405-20.9% | $4,212+20.3% |
| Admin fee / account holder | $8,361 | $7,915+5.6% | $9,769-14.4% | $7,344+13.8% |