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 | $187,029 | $52,836+254.0% | $105,738+76.9% | $64,186+191.4% |
| Participation rate | 94.1% | 66.5%+27.6pp | 76.3%+17.8pp | 69.6%+24.5pp |
| Annual return | 7.62% | 14.30%-6.7pp | 6.27%+1.3pp | 7.63%0pp |
| Employer contribution / active EE | $2,533 | $1,827+38.7% | $3,268-22.5% | $2,381+6.4% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $10,124 | $3,959+155.8% | $6,913+46.5% | $4,888+107.1% |