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 | $189,350 | $67,411+180.9% | $91,001+108.1% | $70,131+170.0% |
| Participation rate | 96.2% | 71.4%+24.8pp | 75.6%+20.6pp | 69.5%+26.6pp |
| Annual return | 17.65% | -40.16%+57.8pp | 4.60%+13.1pp | 73.14%-55.5pp |
| Employer contribution / active EE | $2,191 | $1,786+22.7% | $2,456-10.8% | $2,342-6.4% |
| Participant deferral / active EE | $5,786 | $2,823+105.0% | $3,547+63.1% | $3,332+73.7% |
| Admin fee / account holder | $709 | $4,236-83.3% | $5,417-86.9% | $4,645-84.7% |