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 | $184,692 | $91,190+102.5% | $178,490+3.5% | $79,858+131.3% |
| Participation rate | 83.8% | 69.2%+14.6pp | 81.9%+1.9pp | 69.6%+14.2pp |
| Annual return | 13.73% | 24.19%-10.5pp | 151.07%-137.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $4,913 | $3,256+50.9% | $5,011-2.0% | $2,471+98.8% |
| Participant deferral / active EE | $3,090 | $3,236-4.5% | $5,202-40.6% | $3,740-17.4% |
| Admin fee / account holder | $2,453 | $6,751-63.7% | $13,984-82.5% | $5,306-53.8% |