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 | $141,508 | $58,208+143.1% | $81,812+73.0% | $80,856+75.0% |
| Participation rate | 81.6% | 63.4%+18.2pp | 72.3%+9.2pp | 67.6%+13.9pp |
| Annual return | 35.61% | 41.66%-6.1pp | 773.79%-738.2pp | 35.59%0pp |
| Employer contribution / active EE | $3,559 | $2,340+52.1% | $2,912+22.2% | $2,755+29.2% |
| Participant deferral / active EE | $7,597 | $3,281+131.5% | $4,319+75.9% | $4,296+76.8% |
| Admin fee / account holder | $11,669 | $4,981+134.3% | $7,386+58.0% | $6,918+68.7% |