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 | $144,593 | $60,349+139.6% | $74,183+94.9% | $62,891+129.9% |
| Participation rate | 79.4% | 72.7%+6.7pp | 76.6%+2.8pp | 69.3%+10.1pp |
| Annual return | 13.02% | 21.37%-8.3pp | 17.74%-4.7pp | 20.14%-7.1pp |
| Employer contribution / active EE | $7,223 | $1,680+329.9% | $2,370+204.8% | $2,281+216.7% |
| Participant deferral / active EE | $7,257 | $2,856+154.1% | $3,550+104.4% | $3,203+126.6% |
| Admin fee / account holder | $1,410 | $4,261-66.9% | $5,586-74.8% | $4,296-67.2% |