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 | $193,551 | $70,428+174.8% | $96,562+100.4% | $85,850+125.5% |
| Participation rate | 78.9% | 61.8%+17.1pp | 69.8%+9.1pp | 69.3%+9.6pp |
| Annual return | 14.59% | 18.59%-4.0pp | 37.78%-23.2pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,097 | $1,413-22.3% | $2,356-53.4% | $2,565-57.2% |
| Participant deferral / active EE | $7,078 | $2,894+144.6% | $3,849+83.9% | $3,952+79.1% |
| Admin fee / account holder | $9,441 | $4,997+88.9% | $6,181+52.7% | $6,260+50.8% |