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 | $166,358 | $73,981+124.9% | $105,722+57.4% | $62,891+164.5% |
| Participation rate | 88.5% | 71.7%+16.8pp | 78.9%+9.5pp | 69.3%+19.2pp |
| Annual return | 4.90% | 17.60%-12.7pp | 12.25%-7.4pp | 20.14%-15.2pp |
| Employer contribution / active EE | $3,398 | $2,856+19.0% | $4,079-16.7% | $2,281+49.0% |
| Participant deferral / active EE | $7,927 | $4,038+96.3% | $5,326+48.8% | $3,203+147.5% |
| Admin fee / account holder | $17,149 | $5,976+186.9% | $8,308+106.4% | $4,296+299.2% |