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 | $156,158 | $60,349+158.8% | $74,183+110.5% | $62,891+148.3% |
| Participation rate | 86.0% | 72.7%+13.3pp | 76.6%+9.4pp | 69.3%+16.7pp |
| Annual return | 13.09% | 21.37%-8.3pp | 17.74%-4.6pp | 20.14%-7.1pp |
| Employer contribution / active EE | $991 | $1,680-41.0% | $2,370-58.2% | $2,281-56.5% |
| Participant deferral / active EE | $8,575 | $2,856+200.3% | $3,550+141.6% | $3,203+167.7% |
| Admin fee / account holder | $5,695 | $4,261+33.6% | $5,586+2.0% | $4,296+32.6% |