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 | $155,204 | $58,828+163.8% | $77,999+99.0% | $62,891+146.8% |
| Participation rate | 96.2% | 71.1%+25.1pp | 75.5%+20.6pp | 69.3%+26.8pp |
| Annual return | 7.50% | 17.16%-9.7pp | 425.96%-418.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,546 | $1,672+52.3% | $2,470+3.1% | $2,281+11.6% |
| Participant deferral / active EE | $6,045 | $2,686+125.1% | $3,497+72.9% | $3,203+88.7% |
| Admin fee / account holder | $431 | $4,393-90.2% | $5,480-92.1% | $4,296-90.0% |