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 | $220,010 | $72,177+204.8% | $115,037+91.3% | $59,632+268.9% |
| Participation rate | 82.0% | 72.6%+9.4pp | 81.4%+0.6pp | 68.7%+13.3pp |
| Annual return | 3.56% | 12.02%-8.5pp | 26.14%-22.6pp | 2041.28%-2037.7pp |
| Employer contribution / active EE | $5,087 | $2,841+79.0% | $4,608+10.4% | $2,203+130.9% |
| Participant deferral / active EE | $4,960 | $4,783+3.7% | $6,026-17.7% | $3,192+55.4% |
| Admin fee / account holder | $17,011 | $4,927+245.3% | $8,175+108.1% | $4,297+295.9% |