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 | $146,153 | $54,705+167.2% | $71,209+105.2% | $84,808+72.3% |
| Participation rate | 80.0% | 64.1%+15.9pp | 73.8%+6.2pp | 68.3%+11.7pp |
| Annual return | 15.09% | 35.90%-20.8pp | 282.51%-267.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $5,115 | $2,158+137.1% | $2,721+88.0% | $2,631+94.4% |
| Participant deferral / active EE | $5,547 | $3,030+83.0% | $4,175+32.9% | $4,212+31.7% |
| Admin fee / account holder | $6,524 | $4,863+34.2% | $5,349+22.0% | $7,344-11.2% |