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 | $214,780 | $82,032+161.8% | $123,104+74.5% | $59,632+260.2% |
| Participation rate | 95.2% | 83.2%+12.0pp | 86.8%+8.4pp | 68.7%+26.5pp |
| Annual return | 0.73% | 5.12%-4.4pp | 13.22%-12.5pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $11,187 | $3,297+239.3% | $5,151+117.2% | $2,203+407.9% |
| Participant deferral / active EE | $10,396 | $4,667+122.8% | $6,230+66.9% | $3,192+225.7% |
| Admin fee / account holder | $2,751 | $5,881-53.2% | $9,015-69.5% | $4,297-36.0% |