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 | $154,444 | $70,428+119.3% | $96,562+59.9% | $85,850+79.9% |
| Participation rate | 83.1% | 61.8%+21.3pp | 69.8%+13.3pp | 69.3%+13.8pp |
| Annual return | 16.44% | 18.59%-2.1pp | 37.78%-21.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,681 | $1,413+18.9% | $2,356-28.7% | $2,565-34.5% |
| Participant deferral / active EE | $5,041 | $2,894+74.2% | $3,849+31.0% | $3,952+27.6% |
| Admin fee / account holder | $13,153 | $4,997+163.2% | $6,181+112.8% | $6,260+110.1% |