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 | $123,950 | $69,518+78.3% | $59,878+107.0% | $135,375-8.4% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.7%+15.3pp | 82.6%+7.4pp |
| Annual return | 8.19% | 7.94%+0.2pp | 3.46%+4.7pp | 519.73%-511.5pp |
| Employer contribution / active EE | $6,257 | $3,235+93.4% | $2,722+129.9% | $4,779+30.9% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,138 | $5,734+41.9% | $3,590+126.7% | $10,827-24.8% |