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 | $137,790 | $65,041+111.8% | $90,951+51.5% | $79,858+72.5% |
| Participation rate | 73.7% | 61.6%+12.1pp | 69.0%+4.7pp | 69.6%+4.1pp |
| Annual return | 34.95% | 30.45%+4.5pp | 134.60%-99.7pp | 31.71%+3.2pp |
| Employer contribution / active EE | $3,189 | $1,247+155.7% | $2,122+50.3% | $2,471+29.1% |
| Participant deferral / active EE | $3,397 | $2,512+35.2% | $3,373+0.7% | $3,740-9.2% |
| Admin fee / account holder | $28,663 | $4,536+531.9% | $5,959+381.0% | $5,306+440.2% |