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 6-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 | $142,410 | $95,266+49.5% | $82,389+72.9% | $142,3820% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.5%+19.3pp | 80.1%+8.8pp |
| Annual return | 15.31% | 25.74%-10.4pp | 28.67%-13.4pp | 217.08%-201.8pp |
| Employer contribution / active EE | $7,324 | $2,991+144.9% | $2,517+191.0% | $4,299+70.4% |
| Participant deferral / active EE | $6,144 | $4,809+27.8% | $4,155+47.9% | $6,507-5.6% |
| Admin fee / account holder | $4,124 | $8,563-51.8% | $7,231-43.0% | $12,624-67.3% |