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 | $184,451 | $65,365+182.2% | $92,893+98.6% | $72,985+152.7% |
| Participation rate | 84.6% | 68.3%+16.3pp | 76.0%+8.6pp | 69.5%+15.1pp |
| Annual return | 23.17% | 42.10%-18.9pp | 109.41%-86.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $2,539 | $2,594-2.1% | $3,653-30.5% | $2,440+4.1% |
| Participant deferral / active EE | $8,018 | $3,128+156.3% | $4,236+89.3% | $3,607+122.3% |
| Admin fee / account holder | $13,164 | $4,251+209.6% | $5,794+127.2% | $5,124+156.9% |