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 | $134,798 | $71,370+88.9% | $246,525-45.3% | $71,370+88.9% |
| Participation rate | 77.2% | 55.1%+22.1pp | 82.0%-4.7pp | 55.1%+22.1pp |
| Annual return | 13.87% | 15.87%-2.0pp | 0.46%+13.4pp | 15.87%-2.0pp |
| Employer contribution / active EE | $3,052 | $1,874+62.8% | $7,467-59.1% | $1,874+62.8% |
| Participant deferral / active EE | $4,024 | $2,656+51.5% | $5,422-25.8% | $2,656+51.5% |
| Admin fee / account holder | $16,344 | $6,050+170.1% | $16,551-1.2% | $6,050+170.1% |