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 | $121,350 | $58,828+106.3% | $77,999+55.6% | $62,891+93.0% |
| Participation rate | 93.0% | 71.1%+21.9pp | 75.5%+17.5pp | 69.3%+23.7pp |
| Annual return | 5.88% | 17.16%-11.3pp | 425.96%-420.1pp | 20.14%-14.3pp |
| Employer contribution / active EE | $3,056 | $1,672+82.8% | $2,470+23.7% | $2,281+34.0% |
| Participant deferral / active EE | $2,409 | $2,686-10.3% | $3,497-31.1% | $3,203-24.8% |
| Admin fee / account holder | $1,894 | $4,393-56.9% | $5,480-65.4% | $4,296-55.9% |