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 | $179,119 | $45,035+297.7% | $62,995+184.3% | $70,131+155.4% |
| Participation rate | 91.9% | 69.5%+22.3pp | 74.8%+17.1pp | 69.5%+22.3pp |
| Annual return | 15.42% | 18.76%-3.3pp | 87.57%-72.1pp | 73.14%-57.7pp |
| Employer contribution / active EE | $3,471 | $2,051+69.2% | $2,759+25.8% | $2,342+48.2% |
| Participant deferral / active EE | $5,067 | $2,465+105.6% | $3,329+52.2% | $3,332+52.1% |
| Admin fee / account holder | $1,921 | $2,834-32.2% | $3,600-46.6% | $4,645-58.7% |