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 | $147,198 | $98,750+49.1% | $149,696-1.7% | $79,858+84.3% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.5%+12.6pp | 69.6%+25.4pp |
| Annual return | 15.04% | 27.43%-12.4pp | 276.60%-261.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,429 | $3,216-24.5% | $4,644-47.7% | $2,471-1.7% |
| Participant deferral / active EE | $8,647 | $5,680+52.2% | $6,842+26.4% | $3,740+131.2% |
| Admin fee / account holder | $9,595 | $6,053+58.5% | $9,309+3.1% | $5,306+80.8% |