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 | $237,311 | $67,411+252.0% | $91,001+160.8% | $70,131+238.4% |
| Participation rate | 83.8% | 71.4%+12.5pp | 75.6%+8.2pp | 69.5%+14.3pp |
| Annual return | 13.85% | -40.16%+54.0pp | 4.60%+9.3pp | 73.14%-59.3pp |
| Employer contribution / active EE | $16,075 | $1,786+800.1% | $2,456+554.6% | $2,342+586.2% |
| Participant deferral / active EE | $3,508 | $2,823+24.3% | $3,547-1.1% | $3,332+5.3% |
| Admin fee / account holder | $4,972 | $4,236+17.4% | $5,417-8.2% | $4,645+7.0% |