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 | $155,339 | $71,050+118.6% | $93,606+65.9% | $80,856+92.1% |
| Participation rate | 89.1% | 60.4%+28.7pp | 68.7%+20.3pp | 67.6%+21.4pp |
| Annual return | 21.57% | 11.26%+10.3pp | 133.20%-111.6pp | 35.59%-14.0pp |
| Employer contribution / active EE | $1,046 | $1,564-33.1% | $2,420-56.8% | $2,755-62.0% |
| Participant deferral / active EE | $7,850 | $4,034+94.6% | $4,411+78.0% | $4,296+82.7% |
| Admin fee / account holder | $9,959 | $6,945+43.4% | $8,285+20.2% | $6,918+44.0% |