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 | $146,559 | $60,892+140.7% | $82,389+77.9% | $84,808+72.8% |
| Participation rate | 97.9% | 63.3%+34.7pp | 69.5%+28.4pp | 68.3%+29.6pp |
| Annual return | 14.20% | 37.29%-23.1pp | 28.67%-14.5pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,581 | $1,779+101.3% | $2,517+42.3% | $2,631+36.1% |
| Participant deferral / active EE | $4,594 | $3,179+44.5% | $4,155+10.6% | $4,212+9.1% |
| Admin fee / account holder | $8,029 | $5,467+46.8% | $7,231+11.0% | $7,344+9.3% |