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 | $106,500 | $65,041+63.7% | $90,951+17.1% | $79,858+33.4% |
| Participation rate | 71.9% | 61.6%+10.3pp | 69.0%+2.9pp | 69.6%+2.2pp |
| Annual return | 23.66% | 30.45%-6.8pp | 134.60%-110.9pp | 31.71%-8.1pp |
| Employer contribution / active EE | $1,482 | $1,247+18.9% | $2,122-30.1% | $2,471-40.0% |
| Participant deferral / active EE | $5,231 | $2,512+108.2% | $3,373+55.1% | $3,740+39.9% |
| Admin fee / account holder | $7,384 | $4,536+62.8% | $5,959+23.9% | $5,306+39.2% |