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 | $116,232 | $52,681+120.6% | $75,781+53.4% | $59,632+94.9% |
| Participation rate | 92.0% | 67.2%+24.8pp | 75.8%+16.2pp | 68.7%+23.3pp |
| Annual return | 0.28% | 2.95%-2.7pp | 9.68%-9.4pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $3,582 | $2,193+63.3% | $3,323+7.8% | $2,203+62.6% |
| Participant deferral / active EE | $10,860 | $2,591+319.2% | $3,651+197.4% | $3,192+240.3% |
| Admin fee / account holder | $8,580 | $3,610+137.7% | $5,299+61.9% | $4,297+99.7% |