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 | $136,981 | $57,354+138.8% | $83,848+63.4% | $64,186+113.4% |
| Participation rate | 72.4% | 68.6%+3.8pp | 76.1%-3.7pp | 69.6%+2.8pp |
| Annual return | 9.46% | 11.38%-1.9pp | 850.88%-841.4pp | 7.63%+1.8pp |
| Employer contribution / active EE | $3,062 | $2,545+20.3% | $3,631-15.7% | $2,381+28.6% |
| Participant deferral / active EE | $6,371 | $2,993+112.9% | $4,082+56.1% | $3,470+83.6% |
| Admin fee / account holder | $4,484 | $4,046+10.8% | $5,478-18.1% | $4,888-8.3% |