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 | $141,822 | $65,041+118.0% | $90,951+55.9% | $79,858+77.6% |
| Participation rate | 79.8% | 61.6%+18.2pp | 69.0%+10.8pp | 69.6%+10.1pp |
| Annual return | 14.76% | 30.45%-15.7pp | 134.60%-119.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,087 | $1,247-12.9% | $2,122-48.8% | $2,471-56.0% |
| Participant deferral / active EE | $4,456 | $2,512+77.4% | $3,373+32.1% | $3,740+19.1% |
| Admin fee / account holder | $4,687 | $4,536+3.3% | $5,959-21.3% | $5,306-11.7% |