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 | $203,013 | $72,404+180.4% | $110,238+84.2% | $64,186+216.3% |
| Participation rate | 89.3% | 73.3%+15.9pp | 79.8%+9.5pp | 69.6%+19.7pp |
| Annual return | 1.69% | -6.29%+8.0pp | 314.74%-313.1pp | 7.63%-5.9pp |
| Employer contribution / active EE | $5,011 | $2,282+119.6% | $3,826+31.0% | $2,381+110.5% |
| Participant deferral / active EE | $10,818 | $3,469+211.8% | $4,672+131.6% | $3,470+211.8% |
| Admin fee / account holder | $679 | $5,664-88.0% | $8,547-92.1% | $4,888-86.1% |