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 | $146,372 | $67,411+117.1% | $91,001+60.8% | $70,131+108.7% |
| Participation rate | 88.6% | 71.4%+17.2pp | 75.6%+13.0pp | 69.5%+19.1pp |
| Annual return | 16.70% | -40.16%+56.9pp | 4.60%+12.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $4,572 | $1,786+156.0% | $2,456+86.2% | $2,342+95.2% |
| Participant deferral / active EE | $6,378 | $2,823+125.9% | $3,547+79.8% | $3,332+91.4% |
| Admin fee / account holder | $4,851 | $4,236+14.5% | $5,417-10.5% | $4,645+4.4% |