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 | $135,540 | $65,041+108.4% | $90,951+49.0% | $79,858+69.7% |
| Participation rate | 81.3% | 61.6%+19.6pp | 69.0%+12.2pp | 69.6%+11.6pp |
| Annual return | 21.34% | 30.45%-9.1pp | 134.60%-113.3pp | 31.71%-10.4pp |
| Employer contribution / active EE | $2,164 | $1,247+73.5% | $2,122+2.0% | $2,471-12.4% |
| Participant deferral / active EE | $5,134 | $2,512+104.4% | $3,373+52.2% | $3,740+37.3% |
| Admin fee / account holder | $5,280 | $4,536+16.4% | $5,959-11.4% | $5,306-0.5% |