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 | $126,574 | $49,227+157.1% | $70,449+79.7% | $79,858+58.5% |
| Participation rate | 78.9% | 69.2%+9.7pp | 75.1%+3.8pp | 69.6%+9.3pp |
| Annual return | 21.57% | 30.06%-8.5pp | 109.03%-87.5pp | 31.71%-10.1pp |
| Employer contribution / active EE | $2,565 | $2,099+22.2% | $2,737-6.3% | $2,471+3.8% |
| Participant deferral / active EE | $6,133 | $2,768+121.6% | $3,709+65.4% | $3,740+64.0% |
| Admin fee / account holder | $13,285 | $2,878+361.6% | $3,845+245.5% | $5,306+150.4% |