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 | $195,605 | $73,867+164.8% | $143,757+36.1% | $68,494+185.6% |
| Participation rate | 76.5% | 66.7%+9.8pp | 80.3%-3.8pp | 67.9%+8.6pp |
| Annual return | 10.31% | 1.01%+9.3pp | -0.04%+10.3pp | -7.84%+18.1pp |
| Employer contribution / active EE | $5,147 | $3,184+61.6% | $4,951+4.0% | $2,596+98.2% |
| Participant deferral / active EE | $5,657 | $3,384+67.1% | $5,637+0.3% | $4,027+40.5% |
| Admin fee / account holder | $21,640 | $5,755+276.0% | $14,673+47.5% | $5,403+300.5% |