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 | $133,414 | $59,101+125.7% | $77,163+72.9% | $75,163+77.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 13.09% | 26.71%-13.6pp | 37.87%-24.8pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,760 | $1,995-11.8% | $2,535-30.6% | $2,670-34.1% |
| Participant deferral / active EE | $9,536 | $2,999+217.9% | $3,833+148.8% | $4,125+131.2% |
| Admin fee / account holder | $15,204 | $4,774+218.5% | $5,472+177.9% | $5,651+169.1% |