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 | $214,889 | $73,867+190.9% | $143,757+49.5% | $68,494+213.7% |
| Participation rate | 96.9% | 66.7%+30.2pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -7.89% | 1.01%-8.9pp | -0.04%-7.8pp | -7.84%0pp |
| Employer contribution / active EE | $5,239 | $3,184+64.5% | $4,951+5.8% | $2,596+101.8% |
| Participant deferral / active EE | $5,502 | $3,384+62.6% | $5,637-2.4% | $4,027+36.6% |
| Admin fee / account holder | $5,228 | $5,755-9.1% | $14,673-64.4% | $5,403-3.2% |