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 | $145,176 | $51,175+183.7% | $70,515+105.9% | $75,163+93.1% |
| Participation rate | 81.5% | 60.9%+20.5pp | 68.3%+13.1pp | 67.2%+14.3pp |
| Annual return | 14.68% | 30.02%-15.3pp | 32.77%-18.1pp | 160.62%-145.9pp |
| Employer contribution / active EE | $3,088 | $1,826+69.1% | $2,973+3.9% | $2,670+15.7% |
| Participant deferral / active EE | $6,170 | $2,849+116.6% | $4,567+35.1% | $4,125+49.6% |
| Admin fee / account holder | $22,067 | $4,091+439.4% | $6,412+244.1% | $5,651+290.5% |