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 | $147,507 | $71,050+107.6% | $93,606+57.6% | $80,856+82.4% |
| Participation rate | 87.9% | 60.4%+27.5pp | 68.7%+19.2pp | 67.6%+20.2pp |
| Annual return | 13.91% | 11.26%+2.6pp | 133.20%-119.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,091 | $1,564+97.7% | $2,420+27.7% | $2,755+12.2% |
| Participant deferral / active EE | $7,035 | $4,034+74.4% | $4,411+59.5% | $4,296+63.8% |
| Admin fee / account holder | $7,177 | $6,945+3.3% | $8,285-13.4% | $6,918+3.7% |