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 | $132,604 | $63,346+109.3% | $92,233+43.8% | $70,131+89.1% |
| Participation rate | 93.1% | 68.7%+24.4pp | 76.5%+16.6pp | 69.5%+23.6pp |
| Annual return | 14.90% | 530.12%-515.2pp | 176.28%-161.4pp | 73.14%-58.2pp |
| Employer contribution / active EE | $2,844 | $2,471+15.1% | $3,679-22.7% | $2,342+21.4% |
| Participant deferral / active EE | $5,935 | $2,854+108.0% | $3,897+52.3% | $3,332+78.1% |
| Admin fee / account holder | $27,971 | $3,840+628.4% | $5,194+438.6% | $4,645+502.1% |