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 | $146,751 | $57,354+155.9% | $83,848+75.0% | $64,186+128.6% |
| Participation rate | 97.1% | 68.6%+28.5pp | 76.1%+20.9pp | 69.6%+27.5pp |
| Annual return | 13.45% | 11.38%+2.1pp | 850.88%-837.4pp | 7.63%+5.8pp |
| Employer contribution / active EE | $2,329 | $2,545-8.5% | $3,631-35.9% | $2,381-2.2% |
| Participant deferral / active EE | $8,161 | $2,993+172.7% | $4,082+99.9% | $3,470+135.2% |
| Admin fee / account holder | $6,957 | $4,046+72.0% | $5,478+27.0% | $4,888+42.3% |