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 | $158,487 | $58,828+169.4% | $77,999+103.2% | $62,891+152.0% |
| Participation rate | 92.6% | 71.1%+21.5pp | 75.5%+17.1pp | 69.3%+23.3pp |
| Annual return | 6.13% | 17.16%-11.0pp | 425.96%-419.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,022 | $1,672-38.9% | $2,470-58.6% | $2,281-55.2% |
| Participant deferral / active EE | $5,664 | $2,686+110.9% | $3,497+62.0% | $3,203+76.8% |
| Admin fee / account holder | $4,704 | $4,393+7.1% | $5,480-14.2% | $4,296+9.5% |