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 | $146,223 | $57,016+156.5% | $84,966+72.1% | $80,856+80.8% |
| Participation rate | 81.8% | 56.3%+25.5pp | 67.5%+14.3pp | 67.6%+14.2pp |
| Annual return | 11.99% | 21.66%-9.7pp | 66.38%-54.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,963 | $1,798+9.2% | $2,727-28.0% | $2,755-28.8% |
| Participant deferral / active EE | $5,627 | $3,110+81.0% | $4,519+24.5% | $4,296+31.0% |
| Admin fee / account holder | $22,547 | $4,980+352.7% | $6,149+266.7% | $6,918+225.9% |