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 | $155,570 | $56,054+177.5% | $171,082-9.1% | $62,891+147.4% |
| Participation rate | 96.3% | 62.9%+33.4pp | 76.7%+19.6pp | 69.3%+27.0pp |
| Annual return | 6.65% | 22.52%-15.9pp | 32.56%-25.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $3,798 | $1,731+119.4% | $4,002-5.1% | $2,281+66.5% |
| Participant deferral / active EE | $7,982 | $3,158+152.7% | $4,797+66.4% | $3,203+149.2% |
| Admin fee / account holder | $31,927 | $3,647+775.5% | $8,520+274.7% | $4,296+643.2% |