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 | $124,393 | $51,175+143.1% | $70,515+76.4% | $75,163+65.5% |
| Participation rate | 90.1% | 60.9%+29.2pp | 68.3%+21.8pp | 67.2%+22.9pp |
| Annual return | 14.43% | 30.02%-15.6pp | 32.77%-18.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,470 | $1,826-19.5% | $2,973-50.6% | $2,670-44.9% |
| Participant deferral / active EE | $5,017 | $2,849+76.1% | $4,567+9.9% | $4,125+21.6% |
| Admin fee / account holder | $7,825 | $4,091+91.3% | $6,412+22.0% | $5,651+38.5% |