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 | $172,076 | $57,354+200.0% | $83,848+105.2% | $64,186+168.1% |
| Participation rate | 92.1% | 68.6%+23.5pp | 76.1%+15.9pp | 69.6%+22.5pp |
| Annual return | -7.69% | 11.38%-19.1pp | 850.88%-858.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,133 | $2,545-16.2% | $3,631-41.2% | $2,381-10.4% |
| Participant deferral / active EE | $6,518 | $2,993+117.8% | $4,082+59.7% | $3,470+87.9% |
| Admin fee / account holder | $6,868 | $4,046+69.8% | $5,478+25.4% | $4,888+40.5% |