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 | $158,932 | $48,795+225.7% | $65,493+142.7% | $84,808+87.4% |
| Participation rate | 85.5% | 67.0%+18.5pp | 73.1%+12.4pp | 68.3%+17.1pp |
| Annual return | 20.81% | 20.20%+0.6pp | 982.45%-961.6pp | 40.90%-20.1pp |
| Employer contribution / active EE | $844 | $1,930-56.3% | $2,574-67.2% | $2,631-67.9% |
| Participant deferral / active EE | $7,983 | $2,928+172.6% | $3,961+101.5% | $4,212+89.5% |
| Admin fee / account holder | $6,219 | $3,877+60.4% | $5,028+23.7% | $7,344-15.3% |