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 | $193,413 | $71,050+172.2% | $93,606+106.6% | $80,856+139.2% |
| Participation rate | 84.6% | 60.4%+24.2pp | 68.7%+15.9pp | 67.6%+17.0pp |
| Annual return | 12.52% | 11.26%+1.3pp | 133.20%-120.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,256 | $1,564+44.3% | $2,420-6.8% | $2,755-18.1% |
| Participant deferral / active EE | $6,179 | $4,034+53.2% | $4,411+40.1% | $4,296+43.8% |
| Admin fee / account holder | $1,207 | $6,945-82.6% | $8,285-85.4% | $6,918-82.6% |