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 | $145,341 | $71,050+104.6% | $93,606+55.3% | $80,856+79.8% |
| Participation rate | 76.3% | 60.4%+15.9pp | 68.7%+7.6pp | 67.6%+8.7pp |
| Annual return | 18.32% | 11.26%+7.1pp | 133.20%-114.9pp | 35.59%-17.3pp |
| Employer contribution / active EE | $2,170 | $1,564+38.8% | $2,420-10.3% | $2,755-21.2% |
| Participant deferral / active EE | $4,376 | $4,034+8.5% | $4,411-0.8% | $4,296+1.9% |
| Admin fee / account holder | $20,232 | $6,945+191.3% | $8,285+144.2% | $6,918+192.5% |