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 | $178,111 | $73,867+141.1% | $143,757+23.9% | $68,494+160.0% |
| Participation rate | 85.4% | 66.7%+18.7pp | 80.3%+5.1pp | 67.9%+17.5pp |
| Annual return | 0.49% | 1.01%-0.5pp | -0.04%+0.5pp | -7.84%+8.3pp |
| Employer contribution / active EE | $9,496 | $3,184+198.2% | $4,951+91.8% | $2,596+265.8% |
| Participant deferral / active EE | $7,093 | $3,384+109.6% | $5,637+25.8% | $4,027+76.1% |
| Admin fee / account holder | $2,618 | $5,755-54.5% | $14,673-82.2% | $5,403-51.5% |