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 | $174,102 | $64,707+169.1% | $112,228+55.1% | $68,494+154.2% |
| Participation rate | 96.6% | 67.2%+29.4pp | 75.1%+21.5pp | 67.9%+28.7pp |
| Annual return | 3.01% | -11.40%+14.4pp | 27.45%-24.4pp | -7.84%+10.9pp |
| Employer contribution / active EE | $10,065 | $2,746+266.6% | $3,635+176.9% | $2,596+287.7% |
| Participant deferral / active EE | $9,354 | $3,565+162.4% | $4,728+97.8% | $4,027+132.3% |
| Admin fee / account holder | $23,367 | $5,232+346.6% | $6,410+264.5% | $5,403+332.5% |