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 | $145,224 | $54,705+165.5% | $71,209+103.9% | $84,808+71.2% |
| Participation rate | 98.9% | 64.1%+34.9pp | 73.8%+25.2pp | 68.3%+30.6pp |
| Annual return | 16.54% | 35.90%-19.4pp | 282.51%-266.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,877 | $2,158-13.0% | $2,721-31.0% | $2,631-28.7% |
| Participant deferral / active EE | $6,417 | $3,030+111.8% | $4,175+53.7% | $4,212+52.4% |
| Admin fee / account holder | $5,307 | $4,863+9.1% | $5,349-0.8% | $7,344-27.7% |