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 | $201,995 | $73,867+173.5% | $143,757+40.5% | $68,494+194.9% |
| Participation rate | 96.4% | 66.7%+29.8pp | 80.3%+16.1pp | 67.9%+28.5pp |
| Annual return | 6.66% | 1.01%+5.6pp | -0.04%+6.7pp | -7.84%+14.5pp |
| Employer contribution / active EE | $6,082 | $3,184+91.0% | $4,951+22.8% | $2,596+134.2% |
| Participant deferral / active EE | $5,530 | $3,384+63.4% | $5,637-1.9% | $4,027+37.3% |
| Admin fee / account holder | $53,978 | $5,755+838.0% | $14,673+267.9% | $5,403+899.1% |