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 | $202,446 | $52,836+283.2% | $105,738+91.5% | $64,186+215.4% |
| Participation rate | 97.3% | 66.5%+30.8pp | 76.3%+21.0pp | 69.6%+27.8pp |
| Annual return | 7.09% | 14.30%-7.2pp | 6.27%+0.8pp | 7.63%-0.5pp |
| Employer contribution / active EE | $12,911 | $1,827+606.7% | $3,268+295.0% | $2,381+442.3% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $31,454 | $3,959+694.6% | $6,913+355.0% | $4,888+543.5% |