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 | $166,099 | $55,706+198.2% | $75,886+118.9% | $72,985+127.6% |
| Participation rate | 94.8% | 61.1%+33.7pp | 69.3%+25.5pp | 69.5%+25.3pp |
| Annual return | 20.38% | 27.59%-7.2pp | 30.76%-10.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $5,526 | $1,687+227.7% | $2,500+121.0% | $2,440+126.5% |
| Participant deferral / active EE | $6,311 | $2,634+139.6% | $3,603+75.2% | $3,607+75.0% |
| Admin fee / account holder | $3,134 | $3,978-21.2% | $5,418-42.2% | $5,124-38.8% |