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 | $142,715 | $60,022+137.8% | $88,946+60.5% | $84,808+68.3% |
| Participation rate | 86.7% | 57.8%+28.8pp | 68.8%+17.8pp | 68.3%+18.4pp |
| Annual return | 17.22% | 22.43%-5.2pp | 57.82%-40.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $5,826 | $1,703+242.2% | $2,555+128.0% | $2,631+121.4% |
| Participant deferral / active EE | $8,215 | $3,114+163.8% | $4,581+79.3% | $4,212+95.1% |
| Admin fee / account holder | $7,699 | $4,811+60.0% | $8,261-6.8% | $7,344+4.8% |