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 | $145,389 | $57,354+153.5% | $83,848+73.4% | $64,186+126.5% |
| Participation rate | 75.8% | 68.6%+7.2pp | 76.1%-0.4pp | 69.6%+6.2pp |
| Annual return | 3.30% | 11.38%-8.1pp | 850.88%-847.6pp | 7.63%-4.3pp |
| Employer contribution / active EE | $3,182 | $2,545+25.0% | $3,631-12.4% | $2,381+33.6% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $27,416 | $4,046+577.7% | $5,478+400.5% | $4,888+460.9% |