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 | $146,829 | $45,035+226.0% | $62,995+133.1% | $70,131+109.4% |
| Participation rate | 79.7% | 69.5%+10.1pp | 74.8%+4.9pp | 69.5%+10.1pp |
| Annual return | 21.23% | 18.76%+2.5pp | 87.57%-66.3pp | 73.14%-51.9pp |
| Employer contribution / active EE | $2,821 | $2,051+37.5% | $2,759+2.2% | $2,342+20.4% |
| Participant deferral / active EE | $4,849 | $2,465+96.8% | $3,329+45.6% | $3,332+45.5% |
| Admin fee / account holder | $3,142 | $2,834+10.8% | $3,600-12.7% | $4,645-32.4% |