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 | $122,812 | $59,839+105.2% | $81,983+49.8% | $79,858+53.8% |
| Participation rate | 79.6% | 61.6%+18.0pp | 69.2%+10.4pp | 69.6%+10.0pp |
| Annual return | 18.13% | 17.56%+0.6pp | 41.31%-23.2pp | 31.71%-13.6pp |
| Employer contribution / active EE | $3,002 | $1,713+75.2% | $2,498+20.2% | $2,471+21.5% |
| Participant deferral / active EE | $5,418 | $2,695+101.0% | $3,722+45.6% | $3,740+44.9% |
| Admin fee / account holder | $1,631 | $4,287-62.0% | $5,664-71.2% | $5,306-69.3% |