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 7-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 | $146,504 | $60,892+140.6% | $82,389+77.8% | $84,808+72.7% |
| Participation rate | 76.7% | 63.3%+13.4pp | 69.5%+7.1pp | 68.3%+8.4pp |
| Annual return | 13.44% | 37.29%-23.9pp | 28.67%-15.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,503 | $1,779+40.7% | $2,517-0.5% | $2,631-4.8% |
| Participant deferral / active EE | $4,946 | $3,179+55.6% | $4,155+19.0% | $4,212+17.4% |
| Admin fee / account holder | $41,612 | $5,467+661.1% | $7,231+475.5% | $7,344+466.6% |