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 | $139,637 | $65,365+113.6% | $92,893+50.3% | $72,985+91.3% |
| Participation rate | 94.9% | 68.3%+26.6pp | 76.0%+18.9pp | 69.5%+25.4pp |
| Annual return | 22.04% | 42.10%-20.1pp | 109.41%-87.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,827 | $2,594-29.6% | $3,653-50.0% | $2,440-25.1% |
| Participant deferral / active EE | $6,458 | $3,128+106.4% | $4,236+52.5% | $3,607+79.0% |
| Admin fee / account holder | $16,578 | $4,251+290.0% | $5,794+186.1% | $5,124+223.5% |