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 | $173,343 | $43,327+300.1% | $59,878+189.5% | $64,186+170.1% |
| Participation rate | 98.7% | 69.2%+29.5pp | 74.7%+24.0pp | 69.6%+29.1pp |
| Annual return | 9.37% | -1.55%+10.9pp | 3.46%+5.9pp | 7.63%+1.7pp |
| Employer contribution / active EE | $4,701 | $2,028+131.8% | $2,722+72.7% | $2,381+97.5% |
| Participant deferral / active EE | $7,052 | $2,546+177.0% | $3,402+107.3% | $3,470+103.3% |
| Admin fee / account holder | $9,399 | $3,005+212.8% | $3,590+161.8% | $4,888+92.3% |