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 | $179,821 | $54,705+228.7% | $71,209+152.5% | $84,808+112.0% |
| Participation rate | 76.5% | 64.1%+12.4pp | 73.8%+2.7pp | 68.3%+8.2pp |
| Annual return | 23.59% | 35.90%-12.3pp | 282.51%-258.9pp | 40.90%-17.3pp |
| Employer contribution / active EE | $1,913 | $2,158-11.3% | $2,721-29.7% | $2,631-27.3% |
| Participant deferral / active EE | $4,083 | $3,030+34.7% | $4,175-2.2% | $4,212-3.1% |
| Admin fee / account holder | $12,715 | $4,863+161.4% | $5,349+137.7% | $7,344+73.1% |