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 | $163,880 | $56,897+188.0% | $84,750+93.4% | $62,891+160.6% |
| Participation rate | 89.7% | 68.5%+21.2pp | 76.6%+13.1pp | 69.3%+20.4pp |
| Annual return | 5.94% | 6.30%-0.4pp | 22.78%-16.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $728 | $2,400-69.7% | $3,574-79.6% | $2,281-68.1% |
| Participant deferral / active EE | $2,322 | $2,709-14.3% | $3,712-37.4% | $3,203-27.5% |
| Admin fee / account holder | $12,666 | $3,581+253.7% | $5,332+137.5% | $4,296+194.9% |