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 | $187,327 | $91,552+104.6% | $133,956+39.8% | $79,858+134.6% |
| Participation rate | 80.6% | 73.3%+7.3pp | 79.8%+0.8pp | 69.6%+11.0pp |
| Annual return | 13.25% | 61.85%-48.6pp | 45.09%-31.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $6,592 | $2,384+176.5% | $3,919+68.2% | $2,471+166.8% |
| Participant deferral / active EE | $5,428 | $3,733+45.4% | $5,048+7.5% | $3,740+45.1% |
| Admin fee / account holder | $1,389 | $6,321-78.0% | $8,927-84.4% | $5,306-73.8% |