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 | $156,577 | $58,828+166.2% | $77,999+100.7% | $62,891+149.0% |
| Participation rate | 92.7% | 71.1%+21.7pp | 75.5%+17.2pp | 69.3%+23.4pp |
| Annual return | 6.71% | 17.16%-10.4pp | 425.96%-419.2pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,214 | $1,672+32.4% | $2,470-10.4% | $2,281-2.9% |
| Participant deferral / active EE | $6,130 | $2,686+128.2% | $3,497+75.3% | $3,203+91.4% |
| Admin fee / account holder | $1,529 | $4,393-65.2% | $5,480-72.1% | $4,296-64.4% |