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 | $144,742 | $52,279+176.9% | $89,391+61.9% | $79,858+81.2% |
| Participation rate | 81.3% | 57.5%+23.7pp | 68.0%+13.3pp | 69.6%+11.6pp |
| Annual return | 16.02% | 22.16%-6.1pp | 245.62%-229.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $453 | $1,572-71.2% | $2,586-82.5% | $2,471-81.7% |
| Participant deferral / active EE | $4,354 | $2,740+58.9% | $3,890+11.9% | $3,740+16.4% |
| Admin fee / account holder | $10,280 | $3,356+206.3% | $4,881+110.6% | $5,306+93.7% |