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 3-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 | $168,829 | $51,638+226.9% | $68,368+146.9% | $82,448+104.8% |
| Participation rate | 92.6% | 63.6%+29.0pp | 73.8%+18.8pp | 68.1%+24.5pp |
| Annual return | 16.55% | 37.53%-21.0pp | 292.57%-276.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $23,107 | $2,047+1029.1% | $2,649+772.3% | $2,551+805.8% |
| Participant deferral / active EE | $10,415 | $2,914+257.5% | $4,123+152.6% | $4,139+151.6% |
| Admin fee / account holder | $4,043 | $4,643-12.9% | $5,150-21.5% | $7,234-44.1% |