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 | $159,157 | $60,349+163.7% | $74,183+114.5% | $62,891+153.1% |
| Participation rate | 86.8% | 72.7%+14.1pp | 76.6%+10.2pp | 69.3%+17.5pp |
| Annual return | 6.33% | 21.37%-15.0pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,356 | $1,680-19.3% | $2,370-42.8% | $2,281-40.6% |
| Participant deferral / active EE | $4,592 | $2,856+60.8% | $3,550+29.4% | $3,203+43.4% |
| Admin fee / account holder | $1,811 | $4,261-57.5% | $5,586-67.6% | $4,296-57.8% |