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 | $236,031 | $71,050+232.2% | $93,606+152.2% | $80,856+191.9% |
| Participation rate | 78.0% | 60.4%+17.6pp | 68.7%+9.3pp | 67.6%+10.4pp |
| Annual return | 14.24% | 11.26%+3.0pp | 133.20%-119.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,259 | $1,564+44.4% | $2,420-6.7% | $2,755-18.0% |
| Participant deferral / active EE | $5,679 | $4,034+40.8% | $4,411+28.7% | $4,296+32.2% |
| Admin fee / account holder | $39,948 | $6,945+475.2% | $8,285+382.2% | $6,918+477.5% |