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 | $143,221 | $65,365+119.1% | $92,893+54.2% | $72,985+96.2% |
| Participation rate | 87.5% | 68.3%+19.2pp | 76.0%+11.5pp | 69.5%+18.0pp |
| Annual return | 19.23% | 42.10%-22.9pp | 109.41%-90.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,582 | $3,128+174.3% | $4,236+102.6% | $3,607+137.9% |
| Admin fee / account holder | $790 | $4,251-81.4% | $5,794-86.4% | $5,124-84.6% |