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 | $187,014 | $91,538+104.3% | $129,995+43.9% | $75,163+148.8% |
| Participation rate | 86.5% | 71.4%+15.0pp | 78.5%+8.0pp | 67.2%+19.3pp |
| Annual return | 19.94% | -631.11%+651.0pp | -137.18%+157.1pp | 160.62%-140.7pp |
| Employer contribution / active EE | $3,142 | $2,845+10.4% | $4,320-27.3% | $2,670+17.7% |
| Participant deferral / active EE | $4,463 | $4,341+2.8% | $5,820-23.3% | $4,125+8.2% |
| Admin fee / account holder | $10,308 | $6,790+51.8% | $10,614-2.9% | $5,651+82.4% |