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 | $138,357 | $49,227+181.1% | $70,449+96.4% | $79,858+73.3% |
| Participation rate | 92.5% | 69.2%+23.3pp | 75.1%+17.4pp | 69.6%+22.9pp |
| Annual return | 14.34% | 30.06%-15.7pp | 109.03%-94.7pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,929 | $2,099+39.6% | $2,737+7.0% | $2,471+18.6% |
| Participant deferral / active EE | $4,929 | $2,768+78.1% | $3,709+32.9% | $3,740+31.8% |
| Admin fee / account holder | $1,598 | $2,878-44.5% | $3,845-58.4% | $5,306-69.9% |