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 | $147,781 | $74,927+97.2% | $101,794+45.2% | $84,808+74.3% |
| Participation rate | 77.6% | 61.4%+16.2pp | 69.2%+8.4pp | 68.3%+9.3pp |
| Annual return | 14.31% | 18.70%-4.4pp | 30.53%-16.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,330 | $1,522+53.1% | $2,289+1.8% | $2,631-11.4% |
| Participant deferral / active EE | $8,040 | $3,099+159.4% | $4,084+96.9% | $4,212+90.9% |
| Admin fee / account holder | $8,847 | $6,514+35.8% | $8,777+0.8% | $7,344+20.5% |