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 | $164,438 | $78,422+109.7% | $95,952+71.4% | $79,858+105.9% |
| Participation rate | 89.5% | 73.5%+16.0pp | 77.1%+12.4pp | 69.6%+19.8pp |
| Annual return | 12.57% | 19.37%-6.8pp | 91.61%-79.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,042 | $1,945-46.4% | $2,541-59.0% | $2,471-57.8% |
| Participant deferral / active EE | $5,047 | $3,440+46.7% | $4,167+21.1% | $3,740+34.9% |
| Admin fee / account holder | $10,947 | $5,622+94.7% | $6,795+61.1% | $5,306+106.3% |