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 | $113,638 | $54,705+107.7% | $71,209+59.6% | $84,808+34.0% |
| Participation rate | 93.2% | 64.1%+29.1pp | 73.8%+19.4pp | 68.3%+24.8pp |
| Annual return | 17.25% | 35.90%-18.7pp | 282.51%-265.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $3,657 | $2,158+69.5% | $2,721+34.4% | $2,631+39.0% |
| Participant deferral / active EE | $7,610 | $3,030+151.1% | $4,175+82.3% | $4,212+80.7% |
| Admin fee / account holder | $1,576 | $4,863-67.6% | $5,349-70.5% | $7,344-78.5% |