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 | $140,210 | $54,762+156.0% | $90,281+55.3% | $72,985+92.1% |
| Participation rate | 86.8% | 65.1%+21.7pp | 73.3%+13.6pp | 69.5%+17.4pp |
| Annual return | 26.11% | 30.63%-4.5pp | 78.10%-52.0pp | 81.00%-54.9pp |
| Employer contribution / active EE | $2,326 | $2,092+11.2% | $2,854-18.5% | $2,440-4.7% |
| Participant deferral / active EE | $8,270 | $2,887+186.5% | $3,885+112.9% | $3,607+129.3% |
| Admin fee / account holder | $8,606 | $3,972+116.7% | $5,351+60.8% | $5,124+67.9% |