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 | $122,390 | $45,035+171.8% | $62,995+94.3% | $70,131+74.5% |
| Participation rate | 88.9% | 69.5%+19.4pp | 74.8%+14.1pp | 69.5%+19.3pp |
| Annual return | 14.98% | 18.76%-3.8pp | 87.57%-72.6pp | 73.14%-58.2pp |
| Employer contribution / active EE | $4,346 | $2,051+111.8% | $2,759+57.5% | $2,342+85.5% |
| Participant deferral / active EE | $5,192 | $2,465+110.7% | $3,329+55.9% | $3,332+55.8% |
| Admin fee / account holder | $7,452 | $2,834+162.9% | $3,600+107.0% | $4,645+60.4% |