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 | $210,919 | $99,020+113.0% | $86,590+143.6% | $147,584+42.9% |
| Participation rate | 77.8% | 76.3%+1.4pp | 73.5%+4.2pp | 82.8%-5.1pp |
| Annual return | 15.24% | 1312.34%-1297.1pp | 964.84%-949.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,366 | $3,132-24.5% | $2,839-16.7% | $4,876-51.5% |
| Participant deferral / active EE | $4,602 | $3,972+15.8% | $3,609+27.5% | $5,439-15.4% |
| Admin fee / account holder | $27,114 | $5,710+374.8% | $4,906+452.7% | $10,885+149.1% |