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 | $144,656 | $25,014+478.3% | $69,647+107.7% | $80,856+78.9% |
| Participation rate | 74.1% | 64.2%+9.8pp | 66.5%+7.6pp | 67.6%+6.4pp |
| Annual return | 13.17% | 19.07%-5.9pp | 100.48%-87.3pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,203 | $993+121.8% | $1,712+28.6% | $2,755-20.0% |
| Participant deferral / active EE | $4,579 | $1,839+149.0% | $2,886+58.7% | $4,296+6.6% |
| Admin fee / account holder | $33,110 | $2,488+1230.8% | $4,713+602.6% | $6,918+378.6% |