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 | $159,019 | $48,230+229.7% | $67,502+135.6% | $80,856+96.7% |
| Participation rate | 76.1% | 66.4%+9.8pp | 72.9%+3.3pp | 67.6%+8.5pp |
| Annual return | 14.72% | 18.28%-3.6pp | 3512.12%-3497.4pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,234 | $2,020+10.6% | $2,731-18.2% | $2,755-18.9% |
| Participant deferral / active EE | $7,239 | $2,924+147.6% | $4,000+81.0% | $4,296+68.5% |
| Admin fee / account holder | $8,561 | $3,681+132.6% | $3,998+114.2% | $6,918+23.8% |