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 | $134,903 | $57,016+136.6% | $84,966+58.8% | $80,856+66.8% |
| Participation rate | 73.8% | 56.3%+17.5pp | 67.5%+6.3pp | 67.6%+6.2pp |
| Annual return | 18.63% | 21.66%-3.0pp | 66.38%-47.8pp | 35.59%-17.0pp |
| Employer contribution / active EE | $1,962 | $1,798+9.2% | $2,727-28.0% | $2,755-28.8% |
| Participant deferral / active EE | $6,721 | $3,110+116.2% | $4,519+48.7% | $4,296+56.5% |
| Admin fee / account holder | $4,451 | $4,980-10.6% | $6,149-27.6% | $6,918-35.7% |