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 | $176,542 | $67,411+161.9% | $91,001+94.0% | $70,131+151.7% |
| Participation rate | 94.6% | 71.4%+23.2pp | 75.6%+19.0pp | 69.5%+25.1pp |
| Annual return | 18.65% | -40.16%+58.8pp | 4.60%+14.1pp | 73.14%-54.5pp |
| Employer contribution / active EE | $5,109 | $1,786+186.1% | $2,456+108.0% | $2,342+118.1% |
| Participant deferral / active EE | $11,734 | $2,823+315.7% | $3,547+230.8% | $3,332+252.2% |
| Admin fee / account holder | $12,019 | $4,236+183.7% | $5,417+121.9% | $4,645+158.7% |