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 | $132,377 | $49,177+169.2% | $79,464+66.6% | $64,186+106.2% |
| Participation rate | 89.1% | 65.0%+24.1pp | 73.3%+15.8pp | 69.6%+19.6pp |
| Annual return | 5.90% | -1.16%+7.1pp | 718.14%-712.2pp | 7.63%-1.7pp |
| Employer contribution / active EE | $2,851 | $2,076+37.3% | $2,800+1.8% | $2,381+19.7% |
| Participant deferral / active EE | $4,216 | $2,821+49.4% | $3,704+13.8% | $3,470+21.5% |
| Admin fee / account holder | $13,310 | $3,839+246.7% | $5,113+160.3% | $4,888+172.3% |