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 | $124,305 | $54,705+127.2% | $71,209+74.6% | $84,808+46.6% |
| Participation rate | 75.4% | 64.1%+11.3pp | 73.8%+1.7pp | 68.3%+7.1pp |
| Annual return | 15.22% | 35.90%-20.7pp | 282.51%-267.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,356 | $2,158-37.2% | $2,721-50.2% | $2,631-48.5% |
| Participant deferral / active EE | $4,843 | $3,030+59.8% | $4,175+16.0% | $4,212+15.0% |
| Admin fee / account holder | $3,012 | $4,863-38.1% | $5,349-43.7% | $7,344-59.0% |