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 | $162,199 | $39,162+314.2% | $100,671+61.1% | $59,632+172.0% |
| Participation rate | 92.7% | 55.9%+36.9pp | 70.7%+22.0pp | 68.7%+24.1pp |
| Annual return | 1.30% | 21.07%-19.8pp | 20.43%-19.1pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $4,215 | $1,151+266.3% | $4,012+5.1% | $2,203+91.4% |
| Participant deferral / active EE | $7,833 | $1,992+293.3% | $3,144+149.2% | $3,192+145.4% |
| Admin fee / account holder | $4,122 | $2,969+38.8% | $4,850-15.0% | $4,297-4.1% |