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 | $156,240 | $71,057+119.9% | $93,654+66.8% | $80,874+93.2% |
| Participation rate | 72.0% | 60.4%+11.6pp | 68.7%+3.3pp | 67.6%+4.4pp |
| Annual return | 13.11% | 11.26%+1.9pp | 133.34%-120.2pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,969 | $1,564+25.9% | $2,421-18.7% | $2,756-28.5% |
| Participant deferral / active EE | $5,664 | $4,034+40.4% | $4,413+28.4% | $4,297+31.8% |
| Admin fee / account holder | $1,765 | $6,944-74.6% | $8,282-78.7% | $6,935-74.5% |