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 | $152,793 | $56,277+171.5% | $80,975+88.7% | $62,891+142.9% |
| Participation rate | 97.6% | 69.0%+28.7pp | 75.8%+21.8pp | 69.3%+28.3pp |
| Annual return | 6.27% | 22.12%-15.9pp | 17.10%-10.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,838 | $1,943+46.1% | $3,714-23.6% | $2,281+24.4% |
| Participant deferral / active EE | $7,983 | $4,195+90.3% | $5,696+40.1% | $3,203+149.2% |
| Admin fee / account holder | $5,005 | $3,741+33.8% | $5,516-9.3% | $4,296+16.5% |