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 | $141,642 | $57,354+147.0% | $83,848+68.9% | $64,186+120.7% |
| Participation rate | 87.1% | 68.6%+18.5pp | 76.1%+11.0pp | 69.6%+17.5pp |
| Annual return | 11.41% | 11.38%0pp | 850.88%-839.5pp | 7.63%+3.8pp |
| Employer contribution / active EE | $4,032 | $2,545+58.4% | $3,631+11.1% | $2,381+69.4% |
| Participant deferral / active EE | $3,802 | $2,993+27.0% | $4,082-6.9% | $3,470+9.6% |
| Admin fee / account holder | $4,672 | $4,046+15.5% | $5,478-14.7% | $4,888-4.4% |