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 | $149,400 | $60,349+147.6% | $74,183+101.4% | $62,891+137.6% |
| Participation rate | 92.5% | 72.7%+19.8pp | 76.6%+15.9pp | 69.3%+23.2pp |
| Annual return | 8.54% | 21.37%-12.8pp | 17.74%-9.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,944 | $1,680+75.2% | $2,370+24.2% | $2,281+29.1% |
| Participant deferral / active EE | $9,275 | $2,856+224.8% | $3,550+161.3% | $3,203+189.6% |
| Admin fee / account holder | $8,791 | $4,261+106.3% | $5,586+57.4% | $4,296+104.7% |