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 | $164,033 | $56,897+188.3% | $84,750+93.5% | $62,891+160.8% |
| Participation rate | 87.3% | 68.5%+18.7pp | 76.6%+10.7pp | 69.3%+18.0pp |
| Annual return | 8.41% | 6.30%+2.1pp | 22.78%-14.4pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,403 | $2,400-41.5% | $3,574-60.7% | $2,281-38.5% |
| Participant deferral / active EE | $7,148 | $2,709+163.8% | $3,712+92.6% | $3,203+123.2% |
| Admin fee / account holder | $2,130 | $3,581-40.5% | $5,332-60.1% | $4,296-50.4% |