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 | $146,566 | $63,346+131.4% | $92,233+58.9% | $70,131+109.0% |
| Participation rate | 76.9% | 68.7%+8.3pp | 76.5%+0.4pp | 69.5%+7.4pp |
| Annual return | 24.40% | 530.12%-505.7pp | 176.28%-151.9pp | 73.14%-48.7pp |
| Employer contribution / active EE | $2,523 | $2,471+2.1% | $3,679-31.4% | $2,342+7.7% |
| Participant deferral / active EE | $7,486 | $2,854+162.3% | $3,897+92.1% | $3,332+124.7% |
| Admin fee / account holder | $2,111 | $3,840-45.0% | $5,194-59.4% | $4,645-54.6% |