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 | $179,654 | $45,035+298.9% | $62,995+185.2% | $70,131+156.2% |
| Participation rate | 95.8% | 69.5%+26.3pp | 74.8%+21.0pp | 69.5%+26.2pp |
| Annual return | 15.06% | 18.76%-3.7pp | 87.57%-72.5pp | 73.14%-58.1pp |
| Employer contribution / active EE | $6,815 | $2,051+232.2% | $2,759+147.0% | $2,342+190.9% |
| Participant deferral / active EE | $5,550 | $2,465+125.2% | $3,329+66.7% | $3,332+66.6% |
| Admin fee / account holder | $9,814 | $2,834+246.3% | $3,600+172.6% | $4,645+111.3% |