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 | $166,751 | $51,175+225.8% | $70,515+136.5% | $75,163+121.9% |
| Participation rate | 71.1% | 60.9%+10.2pp | 68.3%+2.8pp | 67.2%+3.9pp |
| Annual return | 14.65% | 30.02%-15.4pp | 32.77%-18.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,338 | $1,826+28.0% | $2,973-21.4% | $2,670-12.4% |
| Participant deferral / active EE | $4,799 | $2,849+68.4% | $4,567+5.1% | $4,125+16.3% |
| Admin fee / account holder | $4,621 | $4,091+13.0% | $6,412-27.9% | $5,651-18.2% |