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 | $156,086 | $61,660+153.1% | $80,019+95.1% | $64,186+143.2% |
| Participation rate | 93.2% | 71.7%+21.5pp | 75.8%+17.4pp | 69.6%+23.7pp |
| Annual return | 5.60% | -0.33%+5.9pp | 11.22%-5.6pp | 7.63%-2.0pp |
| Employer contribution / active EE | $3,779 | $1,810+108.8% | $2,468+53.1% | $2,381+58.7% |
| Participant deferral / active EE | $7,312 | $2,968+146.4% | $3,686+98.4% | $3,470+110.7% |
| Admin fee / account holder | $16,781 | $5,417+209.8% | $6,521+157.3% | $4,888+243.3% |