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 | $123,346 | $60,022+105.5% | $88,946+38.7% | $84,808+45.4% |
| Participation rate | 85.7% | 57.8%+27.9pp | 68.8%+16.9pp | 68.3%+17.4pp |
| Annual return | 16.01% | 22.43%-6.4pp | 57.82%-41.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,885 | $1,703+69.4% | $2,555+12.9% | $2,631+9.6% |
| Participant deferral / active EE | $7,158 | $3,114+129.9% | $4,581+56.2% | $4,212+70.0% |
| Admin fee / account holder | $1,298 | $4,811-73.0% | $8,261-84.3% | $7,344-82.3% |