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 | $142,745 | $71,050+100.9% | $93,606+52.5% | $80,856+76.5% |
| Participation rate | 79.0% | 60.4%+18.6pp | 68.7%+10.3pp | 67.6%+11.4pp |
| Annual return | 14.73% | 11.26%+3.5pp | 133.20%-118.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,882 | $1,564+84.3% | $2,420+19.1% | $2,755+4.6% |
| Participant deferral / active EE | $5,621 | $4,034+39.4% | $4,411+27.4% | $4,296+30.8% |
| Admin fee / account holder | $1,146 | $6,945-83.5% | $8,285-86.2% | $6,918-83.4% |