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 | $161,339 | $51,638+212.4% | $68,368+136.0% | $82,448+95.7% |
| Participation rate | 75.4% | 63.6%+11.8pp | 73.8%+1.6pp | 68.1%+7.3pp |
| Annual return | 18.55% | 37.53%-19.0pp | 292.57%-274.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $3,536 | $2,047+72.8% | $2,649+33.5% | $2,551+38.6% |
| Participant deferral / active EE | $6,236 | $2,914+114.0% | $4,123+51.3% | $4,139+50.6% |
| Admin fee / account holder | $2,399 | $4,643-48.3% | $5,150-53.4% | $7,234-66.8% |