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 | $174,549 | $56,897+206.8% | $84,750+106.0% | $62,891+177.5% |
| Participation rate | 81.0% | 68.5%+12.4pp | 76.6%+4.4pp | 69.3%+11.6pp |
| Annual return | 7.22% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,222 | $2,400-7.4% | $3,574-37.8% | $2,281-2.6% |
| Participant deferral / active EE | $7,700 | $2,709+184.2% | $3,712+107.5% | $3,203+140.4% |
| Admin fee / account holder | $13,272 | $3,581+270.6% | $5,332+148.9% | $4,296+209.0% |