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 | $136,714 | $68,547+99.4% | $120,354+13.6% | $80,856+69.1% |
| Participation rate | 96.1% | 61.6%+34.5pp | 71.9%+24.2pp | 67.6%+28.4pp |
| Annual return | 12.49% | 23.60%-11.1pp | 107.15%-94.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $7,107 | $2,051+246.5% | $3,463+105.3% | $2,755+158.0% |
| Participant deferral / active EE | $6,983 | $3,173+120.1% | $4,991+39.9% | $4,296+62.6% |
| Admin fee / account holder | $6,480 | $5,732+13.1% | $9,423-31.2% | $6,918-6.3% |