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 7-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 | $171,508 | $72,404+136.9% | $110,238+55.6% | $64,186+167.2% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.0pp | 69.6%+23.3pp |
| Annual return | 12.45% | -6.29%+18.7pp | 314.74%-302.3pp | 7.63%+4.8pp |
| Employer contribution / active EE | $700 | $2,282-69.3% | $3,826-81.7% | $2,381-70.6% |
| Participant deferral / active EE | $5,280 | $3,469+52.2% | $4,672+13.0% | $3,470+52.2% |
| Admin fee / account holder | $5,585 | $5,664-1.4% | $8,547-34.7% | $4,888+14.3% |