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 | $146,371 | $51,708+183.1% | $106,619+37.3% | $62,891+132.7% |
| Participation rate | 93.9% | 66.9%+27.0pp | 78.0%+15.9pp | 69.3%+24.6pp |
| Annual return | 6.52% | 4.69%+1.8pp | 9.42%-2.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $5,611 | $1,764+218.1% | $3,947+42.2% | $2,281+146.0% |
| Participant deferral / active EE | $6,715 | $2,315+190.0% | $3,930+70.9% | $3,203+109.7% |
| Admin fee / account holder | $41,745 | $3,349+1146.6% | $6,418+550.4% | $4,296+871.8% |