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 | $160,458 | $56,897+182.0% | $84,750+89.3% | $62,891+155.1% |
| Participation rate | 87.9% | 68.5%+19.3pp | 76.6%+11.3pp | 69.3%+18.6pp |
| Annual return | 6.90% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.2pp |
| Employer contribution / active EE | $6,131 | $2,400+155.5% | $3,574+71.5% | $2,281+168.8% |
| Participant deferral / active EE | $4,469 | $2,709+65.0% | $3,712+20.4% | $3,203+39.5% |
| Admin fee / account holder | $1,536 | $3,581-57.1% | $5,332-71.2% | $4,296-64.2% |