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 | $223,164 | $97,125+129.8% | $86,233+158.8% | $137,256+62.6% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.0%+21.9pp | 80.0%+10.9pp |
| Annual return | 13.30% | 74.19%-60.9pp | 61.39%-48.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,646 | $2,841+28.3% | $2,504+45.6% | $4,156-12.3% |
| Participant deferral / active EE | $6,162 | $5,180+19.0% | $4,559+35.2% | $6,407-3.8% |
| Admin fee / account holder | $4,100 | $9,725-57.8% | $8,342-50.9% | $12,270-66.6% |