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 | $138,992 | $51,708+168.8% | $106,619+30.4% | $62,891+121.0% |
| Participation rate | 98.2% | 66.9%+31.3pp | 78.0%+20.2pp | 69.3%+28.9pp |
| Annual return | 7.88% | 4.69%+3.2pp | 9.42%-1.5pp | 20.14%-12.3pp |
| Employer contribution / active EE | $10,000 | $1,764+467.0% | $3,947+153.4% | $2,281+338.4% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,452 | $3,349+62.8% | $6,418-15.1% | $4,296+26.9% |