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 | $143,910 | $58,208+147.2% | $81,812+75.9% | $80,856+78.0% |
| Participation rate | 90.9% | 63.4%+27.5pp | 72.3%+18.6pp | 67.6%+23.3pp |
| Annual return | 12.03% | 41.66%-29.6pp | 773.79%-761.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $5,691 | $2,340+143.2% | $2,912+95.4% | $2,755+106.6% |
| Participant deferral / active EE | $3,972 | $3,281+21.1% | $4,319-8.0% | $4,296-7.5% |
| Admin fee / account holder | $12,151 | $4,981+143.9% | $7,386+64.5% | $6,918+75.6% |