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 | $143,638 | $78,672+82.6% | $109,143+31.6% | $85,850+67.3% |
| Participation rate | 80.8% | 68.3%+12.5pp | 75.9%+4.9pp | 69.3%+11.5pp |
| Annual return | 12.08% | 25.09%-13.0pp | 25.75%-13.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $6,882 | $2,735+151.7% | $3,722+84.9% | $2,565+168.3% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,504 | $5,469-35.9% | $6,752-48.1% | $6,260-44.0% |