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 | $185,573 | $71,050+161.2% | $93,606+98.2% | $80,856+129.5% |
| Participation rate | 85.2% | 60.4%+24.8pp | 68.7%+16.5pp | 67.6%+17.5pp |
| Annual return | 13.22% | 11.26%+2.0pp | 133.20%-120.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $9,783 | $1,564+525.6% | $2,420+304.3% | $2,755+255.1% |
| Participant deferral / active EE | $6,159 | $4,034+52.7% | $4,411+39.6% | $4,296+43.4% |
| Admin fee / account holder | $3,009 | $6,945-56.7% | $8,285-63.7% | $6,918-56.5% |