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 | $145,537 | $57,354+153.8% | $83,848+73.6% | $64,186+126.7% |
| Participation rate | 70.3% | 68.6%+1.7pp | 76.1%-5.8pp | 69.6%+0.7pp |
| Annual return | 5.89% | 11.38%-5.5pp | 850.88%-845.0pp | 7.63%-1.7pp |
| Employer contribution / active EE | $2,392 | $2,545-6.0% | $3,631-34.1% | $2,381+0.5% |
| Participant deferral / active EE | $6,031 | $2,993+101.5% | $4,082+47.8% | $3,470+73.8% |
| Admin fee / account holder | $7,134 | $4,046+76.3% | $5,478+30.2% | $4,888+46.0% |