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 | $164,110 | $65,365+151.1% | $92,893+76.7% | $72,985+124.9% |
| Participation rate | 95.6% | 68.3%+27.2pp | 76.0%+19.6pp | 69.5%+26.1pp |
| Annual return | 20.80% | 42.10%-21.3pp | 109.41%-88.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $8,101 | $2,594+212.3% | $3,653+121.8% | $2,440+232.0% |
| Participant deferral / active EE | $4,062 | $3,128+29.9% | $4,236-4.1% | $3,607+12.6% |
| Admin fee / account holder | $1,869 | $4,251-56.0% | $5,794-67.7% | $5,124-63.5% |