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 | $184,363 | $149,333+23.5% | $106,387+73.3% | $135,375+36.2% |
| Participation rate | 92.9% | 81.5%+11.4pp | 77.5%+15.4pp | 82.6%+10.2pp |
| Annual return | 0.48% | 0.52%0pp | 0.25%+0.2pp | 519.73%-519.3pp |
| Employer contribution / active EE | $7,812 | $4,984+56.7% | $3,520+121.9% | $4,779+63.5% |
| Participant deferral / active EE | $5,504 | $7,230-23.9% | $5,421+1.5% | $5,609-1.9% |
| Admin fee / account holder | $32,762 | $15,952+105.4% | $7,510+336.3% | $10,827+202.6% |