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 | $155,042 | $72,177+114.8% | $115,037+34.8% | $59,632+160.0% |
| Participation rate | 89.6% | 72.6%+17.1pp | 81.4%+8.2pp | 68.7%+20.9pp |
| Annual return | 0.55% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $5,173 | $2,841+82.1% | $4,608+12.3% | $2,203+134.9% |
| Participant deferral / active EE | $7,078 | $4,783+48.0% | $6,026+17.5% | $3,192+121.8% |
| Admin fee / account holder | $2,615 | $4,927-46.9% | $8,175-68.0% | $4,297-39.1% |