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 | $148,548 | $65,365+127.3% | $92,893+59.9% | $72,985+103.5% |
| Participation rate | 93.7% | 68.3%+25.3pp | 76.0%+17.6pp | 69.5%+24.2pp |
| Annual return | 24.39% | 42.10%-17.7pp | 109.41%-85.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $709 | $2,594-72.7% | $3,653-80.6% | $2,440-70.9% |
| Participant deferral / active EE | $9,027 | $3,128+188.5% | $4,236+113.1% | $3,607+150.2% |
| Admin fee / account holder | $7,384 | $4,251+73.7% | $5,794+27.4% | $5,124+44.1% |