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 | $151,721 | $71,050+113.5% | $93,606+62.1% | $80,856+87.6% |
| Participation rate | 73.9% | 60.4%+13.5pp | 68.7%+5.2pp | 67.6%+6.3pp |
| Annual return | 16.23% | 11.26%+5.0pp | 133.20%-117.0pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,111 | $1,564-29.0% | $2,420-54.1% | $2,755-59.7% |
| Participant deferral / active EE | $4,043 | $4,034+0.2% | $4,411-8.4% | $4,296-5.9% |
| Admin fee / account holder | $27,225 | $6,945+292.0% | $8,285+228.6% | $6,918+293.5% |