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 | $164,369 | $71,050+131.3% | $93,606+75.6% | $80,856+103.3% |
| Participation rate | 83.7% | 60.4%+23.3pp | 68.7%+15.0pp | 67.6%+16.1pp |
| Annual return | 12.40% | 11.26%+1.1pp | 133.20%-120.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $864 | $1,564-44.7% | $2,420-64.3% | $2,755-68.6% |
| Participant deferral / active EE | $8,471 | $4,034+110.0% | $4,411+92.0% | $4,296+97.2% |
| Admin fee / account holder | $28,874 | $6,945+315.8% | $8,285+248.5% | $6,918+317.4% |