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 | $172,899 | $58,828+193.9% | $77,999+121.7% | $62,891+174.9% |
| Participation rate | 92.9% | 71.1%+21.8pp | 75.5%+17.3pp | 69.3%+23.6pp |
| Annual return | 6.45% | 17.16%-10.7pp | 425.96%-419.5pp | 20.14%-13.7pp |
| Employer contribution / active EE | $6,285 | $1,672+275.9% | $2,470+154.4% | $2,281+175.5% |
| Participant deferral / active EE | $12,557 | $2,686+367.6% | $3,497+259.1% | $3,203+292.0% |
| Admin fee / account holder | $8,124 | $4,393+84.9% | $5,480+48.2% | $4,296+89.1% |