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 | $224,160 | $95,803+134.0% | $113,168+98.1% | $84,808+164.3% |
| Participation rate | 94.6% | 72.9%+21.8pp | 76.6%+18.1pp | 68.3%+26.3pp |
| Annual return | 12.91% | 25.00%-12.1pp | 24.27%-11.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $949 | $2,360-59.8% | $2,975-68.1% | $2,631-63.9% |
| Participant deferral / active EE | $6,162 | $4,242+45.3% | $5,107+20.7% | $4,212+46.3% |
| Admin fee / account holder | $65,194 | $8,989+625.3% | $12,068+440.2% | $7,344+787.7% |