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 | $134,908 | $72,404+86.3% | $110,238+22.4% | $64,186+110.2% |
| Participation rate | 89.7% | 73.3%+16.3pp | 79.8%+9.8pp | 69.6%+20.1pp |
| Annual return | 8.98% | -6.29%+15.3pp | 314.74%-305.8pp | 7.63%+1.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,176 | $3,469+106.8% | $4,672+53.6% | $3,470+106.8% |
| Admin fee / account holder | $19,474 | $5,664+243.8% | $8,547+127.8% | $4,888+298.4% |