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 | $145,479 | $71,050+104.8% | $93,606+55.4% | $80,856+79.9% |
| Participation rate | 82.1% | 60.4%+21.7pp | 68.7%+13.4pp | 67.6%+14.5pp |
| Annual return | 17.98% | 11.26%+6.7pp | 133.20%-115.2pp | 35.59%-17.6pp |
| Employer contribution / active EE | $1,022 | $1,564-34.6% | $2,420-57.7% | $2,755-62.9% |
| Participant deferral / active EE | $6,781 | $4,034+68.1% | $4,411+53.7% | $4,296+57.8% |
| Admin fee / account holder | $9,777 | $6,945+40.8% | $8,285+18.0% | $6,918+41.3% |