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 | $145,271 | $68,547+111.9% | $120,354+20.7% | $80,856+79.7% |
| Participation rate | 88.5% | 61.6%+26.9pp | 71.9%+16.6pp | 67.6%+20.8pp |
| Annual return | 10.34% | 23.60%-13.3pp | 107.15%-96.8pp | 35.59%-25.3pp |
| Employer contribution / active EE | $6,090 | $2,051+196.9% | $3,463+75.9% | $2,755+121.1% |
| Participant deferral / active EE | $1,788 | $3,173-43.6% | $4,991-64.2% | $4,296-58.4% |
| Admin fee / account holder | $18,881 | $5,732+229.4% | $9,423+100.4% | $6,918+172.9% |