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 | $163,956 | $69,977+134.3% | $108,579+51.0% | $62,891+160.7% |
| Participation rate | 85.7% | 72.9%+12.8pp | 79.6%+6.1pp | 69.3%+16.4pp |
| Annual return | 4.91% | 10.73%-5.8pp | -51.70%+56.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $3,313 | $2,135+55.2% | $3,758-11.9% | $2,281+45.2% |
| Participant deferral / active EE | $6,515 | $3,165+105.9% | $4,311+51.1% | $3,203+103.4% |
| Admin fee / account holder | $2,204 | $5,076-56.6% | $7,645-71.2% | $4,296-48.7% |