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 | $142,826 | $87,013+64.1% | $106,213+34.5% | $80,856+76.6% |
| Participation rate | 87.5% | 70.4%+17.1pp | 75.3%+12.2pp | 67.6%+19.9pp |
| Annual return | 18.69% | 17.05%+1.6pp | 116.14%-97.5pp | 35.59%-16.9pp |
| Employer contribution / active EE | $1,444 | $2,395-39.7% | $3,171-54.5% | $2,755-47.6% |
| Participant deferral / active EE | $3,136 | $3,986-21.3% | $5,016-37.5% | $4,296-27.0% |
| Admin fee / account holder | $34,545 | $8,431+309.7% | $11,033+213.1% | $6,918+399.4% |