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 | $179,897 | $80,717+122.9% | $154,803+16.2% | $84,808+112.1% |
| Participation rate | 89.1% | 66.8%+22.3pp | 78.1%+11.0pp | 68.3%+20.8pp |
| Annual return | 13.48% | 37.96%-24.5pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,818 | $2,761-34.2% | $4,305-57.8% | $2,631-30.9% |
| Participant deferral / active EE | $5,232 | $3,303+58.4% | $5,540-5.6% | $4,212+24.2% |
| Admin fee / account holder | $42,351 | $6,746+527.8% | $14,329+195.6% | $7,344+476.7% |