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 | $148,279 | $53,516+177.1% | $126,539+17.2% | $84,808+74.8% |
| Participation rate | 90.4% | 58.2%+32.1pp | 69.8%+20.6pp | 68.3%+22.1pp |
| Annual return | 15.34% | 58.34%-43.0pp | 425.95%-410.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,847 | $1,535+85.5% | $3,674-22.5% | $2,631+8.2% |
| Participant deferral / active EE | $5,366 | $2,671+100.9% | $4,083+31.4% | $4,212+27.4% |
| Admin fee / account holder | $940 | $4,497-79.1% | $6,065-84.5% | $7,344-87.2% |