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 | $140,812 | $71,050+98.2% | $93,606+50.4% | $80,856+74.2% |
| Participation rate | 82.6% | 60.4%+22.2pp | 68.7%+13.9pp | 67.6%+15.0pp |
| Annual return | 18.25% | 11.26%+7.0pp | 133.20%-114.9pp | 35.59%-17.3pp |
| Employer contribution / active EE | $1,164 | $1,564-25.5% | $2,420-51.9% | $2,755-57.7% |
| Participant deferral / active EE | $5,570 | $4,034+38.1% | $4,411+26.3% | $4,296+29.7% |
| Admin fee / account holder | $19,331 | $6,945+178.4% | $8,285+133.3% | $6,918+179.4% |