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 | $147,947 | $57,354+158.0% | $83,848+76.4% | $64,186+130.5% |
| Participation rate | 96.9% | 68.6%+28.3pp | 76.1%+20.7pp | 69.6%+27.3pp |
| Annual return | 3.92% | 11.38%-7.5pp | 850.88%-847.0pp | 7.63%-3.7pp |
| Employer contribution / active EE | $4,219 | $2,545+65.7% | $3,631+16.2% | $2,381+77.2% |
| Participant deferral / active EE | $2,867 | $2,993-4.2% | $4,082-29.8% | $3,470-17.4% |
| Admin fee / account holder | $23,687 | $4,046+485.5% | $5,478+332.4% | $4,888+384.6% |