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 | $164,015 | $72,177+127.2% | $115,037+42.6% | $59,632+175.0% |
| Participation rate | 92.3% | 72.6%+19.8pp | 81.4%+10.9pp | 68.7%+23.6pp |
| Annual return | 1.99% | 12.02%-10.0pp | 26.14%-24.2pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $3,499 | $2,841+23.1% | $4,608-24.1% | $2,203+58.9% |
| Participant deferral / active EE | $9,200 | $4,783+92.3% | $6,026+52.7% | $3,192+188.2% |
| Admin fee / account holder | $10,269 | $4,927+108.4% | $8,175+25.6% | $4,297+139.0% |