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 | $161,322 | $57,354+181.3% | $83,848+92.4% | $64,186+151.3% |
| Participation rate | 94.9% | 68.6%+26.3pp | 76.1%+18.8pp | 69.6%+25.4pp |
| Annual return | 17.98% | 11.38%+6.6pp | 850.88%-832.9pp | 7.63%+10.4pp |
| Employer contribution / active EE | $8,390 | $2,545+229.6% | $3,631+131.1% | $2,381+252.4% |
| Participant deferral / active EE | $2,519 | $2,993-15.8% | $4,082-38.3% | $3,470-27.4% |
| Admin fee / account holder | $9,596 | $4,046+137.2% | $5,478+75.2% | $4,888+96.3% |