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 | $174,634 | $63,346+175.7% | $92,233+89.3% | $70,131+149.0% |
| Participation rate | 88.9% | 68.7%+20.2pp | 76.5%+12.4pp | 69.5%+19.3pp |
| Annual return | 18.90% | 530.12%-511.2pp | 176.28%-157.4pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,203 | $2,471-51.3% | $3,679-67.3% | $2,342-48.7% |
| Participant deferral / active EE | $7,371 | $2,854+158.3% | $3,897+89.2% | $3,332+121.2% |
| Admin fee / account holder | $3,952 | $3,840+2.9% | $5,194-23.9% | $4,645-14.9% |