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 | $227,388 | $82,664+175.1% | $125,339+81.4% | $68,494+232.0% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | 3.22% | -5.97%+9.2pp | 572.05%-568.8pp | -7.84%+11.1pp |
| Employer contribution / active EE | $8,526 | $3,381+152.2% | $4,814+77.1% | $2,596+228.4% |
| Participant deferral / active EE | $9,067 | $6,110+48.4% | $7,446+21.8% | $4,027+125.1% |
| Admin fee / account holder | $7,808 | $6,275+24.4% | $10,010-22.0% | $5,403+44.5% |