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 | $147,845 | $70,669+109.2% | $169,368-12.7% | $75,163+96.7% |
| Participation rate | 90.2% | 64.8%+25.4pp | 77.1%+13.0pp | 67.2%+23.0pp |
| Annual return | 14.11% | 36.36%-22.2pp | 405.60%-391.5pp | 160.62%-146.5pp |
| Employer contribution / active EE | $4,457 | $2,211+101.6% | $4,013+11.1% | $2,670+67.0% |
| Participant deferral / active EE | $11,772 | $4,311+173.1% | $6,221+89.2% | $4,125+185.4% |
| Admin fee / account holder | $5,761 | $5,402+6.6% | $9,003-36.0% | $5,651+1.9% |