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 | $137,798 | $46,553+196.0% | $64,056+115.1% | $75,163+83.3% |
| Participation rate | 71.4% | 65.9%+5.5pp | 72.3%-0.9pp | 67.2%+4.2pp |
| Annual return | 14.43% | 26.03%-11.6pp | 33.69%-19.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,922 | $1,974+48.0% | $2,747+6.4% | $2,670+9.4% |
| Participant deferral / active EE | $4,379 | $2,837+54.4% | $3,880+12.8% | $4,125+6.1% |
| Admin fee / account holder | $5,197 | $2,952+76.0% | $3,068+69.4% | $5,651-8.0% |