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 | $159,884 | $71,050+125.0% | $93,606+70.8% | $80,856+97.7% |
| Participation rate | 75.4% | 60.4%+15.0pp | 68.7%+6.7pp | 67.6%+7.8pp |
| Annual return | 11.69% | 11.26%+0.4pp | 133.20%-121.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,902 | $1,564+21.6% | $2,420-21.4% | $2,755-31.0% |
| Participant deferral / active EE | $4,226 | $4,034+4.8% | $4,411-4.2% | $4,296-1.6% |
| Admin fee / account holder | $15,940 | $6,945+129.5% | $8,285+92.4% | $6,918+130.4% |