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 | $142,665 | $56,897+150.7% | $84,750+68.3% | $62,891+126.8% |
| Participation rate | 72.2% | 68.5%+3.7pp | 76.6%-4.4pp | 69.3%+2.9pp |
| Annual return | 6.04% | 6.30%-0.3pp | 22.78%-16.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,667 | $2,400-30.5% | $3,574-53.4% | $2,281-26.9% |
| Participant deferral / active EE | $6,195 | $2,709+128.7% | $3,712+66.9% | $3,203+93.4% |
| Admin fee / account holder | $11,416 | $3,581+218.8% | $5,332+114.1% | $4,296+165.8% |