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 | $162,808 | $83,337+95.4% | $67,834+140.0% | $273,961-40.6% |
| Participation rate | 89.5% | 76.4%+13.0pp | 68.8%+20.7pp | 83.0%+6.5pp |
| Annual return | 3.92% | 259.45%-255.5pp | 138.47%-134.6pp | 41.45%-37.5pp |
| Employer contribution / active EE | $5,870 | $3,287+78.6% | $2,403+144.2% | $4,869+20.6% |
| Participant deferral / active EE | $12,561 | $4,088+207.3% | $3,160+297.5% | $5,287+137.6% |
| Admin fee / account holder | $22,384 | $6,752+231.5% | $4,622+384.3% | $10,132+120.9% |