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 | $117,692 | $59,097+99.1% | $82,389+42.8% | $74,304+58.4% |
| Participation rate | 76.1% | 52.8%+23.3pp | 69.5%+6.5pp | 60.3%+15.7pp |
| Annual return | 23.32% | 22.85%+0.5pp | 28.67%-5.4pp | 29.43%-6.1pp |
| Employer contribution / active EE | $5,093 | $1,601+218.2% | $2,517+102.3% | $2,241+127.2% |
| Participant deferral / active EE | $10,481 | $2,775+277.6% | $4,155+152.3% | $3,767+178.2% |
| Admin fee / account holder | $6,135 | $4,489+36.6% | $7,231-15.2% | $2,969+106.6% |