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 | $151,248 | $60,349+150.6% | $74,183+103.9% | $62,891+140.5% |
| Participation rate | 88.2% | 72.7%+15.5pp | 76.6%+11.6pp | 69.3%+18.9pp |
| Annual return | 8.92% | 21.37%-12.4pp | 17.74%-8.8pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,099 | $1,680-34.6% | $2,370-53.6% | $2,281-51.8% |
| Participant deferral / active EE | $7,007 | $2,856+145.4% | $3,550+97.4% | $3,203+118.8% |
| Admin fee / account holder | $9,608 | $4,261+125.5% | $5,586+72.0% | $4,296+123.7% |