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 | $150,627 | $56,053+168.7% | $75,972+98.3% | $80,856+86.3% |
| Participation rate | 74.4% | 62.0%+12.3pp | 69.1%+5.3pp | 67.6%+6.7pp |
| Annual return | 14.11% | 20.53%-6.4pp | 359.55%-345.4pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,264 | $1,874+20.8% | $2,685-15.7% | $2,755-17.8% |
| Participant deferral / active EE | $5,711 | $3,052+87.2% | $4,255+34.2% | $4,296+33.0% |
| Admin fee / account holder | $10,360 | $5,234+98.0% | $6,467+60.2% | $6,918+49.8% |