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 | $154,873 | $60,349+156.6% | $74,183+108.8% | $62,891+146.3% |
| Participation rate | 86.9% | 72.7%+14.2pp | 76.6%+10.3pp | 69.3%+17.6pp |
| Annual return | 7.91% | 21.37%-13.5pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,467 | $1,680-12.7% | $2,370-38.1% | $2,281-35.7% |
| Participant deferral / active EE | $5,729 | $2,856+100.6% | $3,550+61.4% | $3,203+78.9% |
| Admin fee / account holder | $13,723 | $4,261+222.1% | $5,586+145.7% | $4,296+219.5% |