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 | $137,900 | $56,054+146.0% | $171,082-19.4% | $62,891+119.3% |
| Participation rate | 91.9% | 62.9%+29.0pp | 76.7%+15.2pp | 69.3%+22.6pp |
| Annual return | 7.67% | 22.52%-14.9pp | 32.56%-24.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $4,537 | $1,731+162.1% | $4,002+13.4% | $2,281+98.9% |
| Participant deferral / active EE | $10,690 | $3,158+238.5% | $4,797+122.8% | $3,203+233.8% |
| Admin fee / account holder | $691 | $3,647-81.1% | $8,520-91.9% | $4,296-83.9% |