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 | $143,936 | $49,177+192.7% | $79,464+81.1% | $64,186+124.3% |
| Participation rate | 85.2% | 65.0%+20.2pp | 73.3%+11.9pp | 69.6%+15.7pp |
| Annual return | 8.43% | -1.16%+9.6pp | 718.14%-709.7pp | 7.63%+0.8pp |
| Employer contribution / active EE | $2,172 | $2,076+4.6% | $2,800-22.4% | $2,381-8.8% |
| Participant deferral / active EE | $3,974 | $2,821+40.9% | $3,704+7.3% | $3,470+14.5% |
| Admin fee / account holder | $1,846 | $3,839-51.9% | $5,113-63.9% | $4,888-62.2% |