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 | $145,855 | $65,041+124.3% | $90,951+60.4% | $79,858+82.6% |
| Participation rate | 96.9% | 61.6%+35.3pp | 69.0%+27.9pp | 69.6%+27.2pp |
| Annual return | 11.64% | 30.45%-18.8pp | 134.60%-123.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,993 | $1,247+59.8% | $2,122-6.1% | $2,471-19.3% |
| Participant deferral / active EE | $5,245 | $2,512+108.8% | $3,373+55.5% | $3,740+40.2% |
| Admin fee / account holder | $3,215 | $4,536-29.1% | $5,959-46.0% | $5,306-39.4% |