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 | $211,394 | $167,307+26.4% | $143,757+47.0% | $134,475+57.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | 4.12% | 0.46%+3.7pp | -0.04%+4.2pp | 417.96%-413.8pp |
| Employer contribution / active EE | $12,172 | $5,619+116.6% | $4,951+145.8% | $4,740+156.8% |
| Participant deferral / active EE | $14,776 | $6,446+129.2% | $5,637+162.1% | $6,400+130.9% |
| Admin fee / account holder | $216,481 | $18,088+1096.8% | $14,673+1375.4% | $11,426+1794.7% |