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 | $143,847 | $48,795+194.8% | $65,493+119.6% | $84,808+69.6% |
| Participation rate | 94.1% | 67.0%+27.1pp | 73.1%+21.0pp | 68.3%+25.8pp |
| Annual return | 17.30% | 20.20%-2.9pp | 982.45%-965.1pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,014 | $1,930+4.4% | $2,574-21.8% | $2,631-23.4% |
| Participant deferral / active EE | $6,955 | $2,928+137.5% | $3,961+75.6% | $4,212+65.1% |
| Admin fee / account holder | $5,382 | $3,877+38.8% | $5,028+7.0% | $7,344-26.7% |