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 | $134,547 | $52,836+154.6% | $105,738+27.2% | $64,186+109.6% |
| Participation rate | 97.1% | 66.5%+30.6pp | 76.3%+20.8pp | 69.6%+27.6pp |
| Annual return | -6.47% | 14.30%-20.8pp | 6.27%-12.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $4,629 | $1,827+153.3% | $3,268+41.6% | $2,381+94.4% |
| Participant deferral / active EE | $6,301 | $2,545+147.6% | $4,080+54.5% | $3,470+81.6% |
| Admin fee / account holder | $6,392 | $3,959+61.5% | $6,913-7.5% | $4,888+30.8% |