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 | $152,168 | $56,897+167.4% | $84,750+79.5% | $62,891+142.0% |
| Participation rate | 91.3% | 68.5%+22.7pp | 76.6%+14.7pp | 69.3%+21.9pp |
| Annual return | 6.53% | 6.30%+0.2pp | 22.78%-16.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $18,346 | $2,400+664.5% | $3,574+413.3% | $2,281+704.4% |
| Participant deferral / active EE | $4,014 | $2,709+48.2% | $3,712+8.1% | $3,203+25.3% |
| Admin fee / account holder | $11,947 | $3,581+233.6% | $5,332+124.1% | $4,296+178.1% |