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 3-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 | $185,220 | $52,681+251.6% | $75,781+144.4% | $59,632+210.6% |
| Participation rate | 73.7% | 67.2%+6.5pp | 75.8%-2.1pp | 68.7%+5.0pp |
| Annual return | 3.00% | 2.95%0pp | 9.68%-6.7pp | 2041.28%-2038.3pp |
| Employer contribution / active EE | $1,854 | $2,193-15.5% | $3,323-44.2% | $2,203-15.8% |
| Participant deferral / active EE | $4,001 | $2,591+54.4% | $3,651+9.6% | $3,192+25.3% |
| Admin fee / account holder | $29,622 | $3,610+720.6% | $5,299+459.0% | $4,297+589.4% |