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 | $169,564 | $43,075+293.7% | $74,583+127.3% | $62,891+169.6% |
| Participation rate | 87.9% | 58.1%+29.8pp | 68.1%+19.8pp | 69.3%+18.6pp |
| Annual return | 6.52% | 17.50%-11.0pp | 20.47%-14.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,884 | $1,498+92.6% | $2,525+14.2% | $2,281+26.5% |
| Participant deferral / active EE | $5,612 | $2,389+134.9% | $3,458+62.3% | $3,203+75.2% |
| Admin fee / account holder | $10,828 | $2,840+281.3% | $4,138+161.7% | $4,296+152.1% |