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 | $146,526 | $60,892+140.6% | $82,389+77.8% | $84,808+72.8% |
| Participation rate | 96.5% | 63.3%+33.2pp | 69.5%+26.9pp | 68.3%+28.2pp |
| Annual return | 14.21% | 37.29%-23.1pp | 28.67%-14.5pp | 40.90%-26.7pp |
| Employer contribution / active EE | $774 | $1,779-56.5% | $2,517-69.3% | $2,631-70.6% |
| Participant deferral / active EE | $5,326 | $3,179+67.6% | $4,155+28.2% | $4,212+26.5% |
| Admin fee / account holder | $11,894 | $5,467+117.5% | $7,231+64.5% | $7,344+62.0% |