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 | $180,323 | $91,538+97.0% | $129,995+38.7% | $75,163+139.9% |
| Participation rate | 97.4% | 71.4%+25.9pp | 78.5%+18.9pp | 67.2%+30.2pp |
| Annual return | 15.06% | -631.11%+646.2pp | -137.18%+152.2pp | 160.62%-145.6pp |
| Employer contribution / active EE | $3,255 | $2,845+14.4% | $4,320-24.6% | $2,670+21.9% |
| Participant deferral / active EE | $11,254 | $4,341+159.2% | $5,820+93.4% | $4,125+172.8% |
| Admin fee / account holder | $4,563 | $6,790-32.8% | $10,614-57.0% | $5,651-19.2% |