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 | $141,615 | $54,762+158.6% | $90,281+56.9% | $72,985+94.0% |
| Participation rate | 95.8% | 65.1%+30.7pp | 73.3%+22.6pp | 69.5%+26.3pp |
| Annual return | 20.24% | 30.63%-10.4pp | 78.10%-57.9pp | 81.00%-60.8pp |
| Employer contribution / active EE | $606 | $2,092-71.1% | $2,854-78.8% | $2,440-75.2% |
| Participant deferral / active EE | $7,349 | $2,887+154.5% | $3,885+89.1% | $3,607+103.7% |
| Admin fee / account holder | $16,020 | $3,972+303.3% | $5,351+199.4% | $5,124+212.6% |