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 | $231,676 | $67,411+243.7% | $91,001+154.6% | $70,131+230.3% |
| Participation rate | 98.0% | 71.4%+26.7pp | 75.6%+22.4pp | 69.5%+28.5pp |
| Annual return | 18.26% | -40.16%+58.4pp | 4.60%+13.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $10,638 | $1,786+495.7% | $2,456+333.2% | $2,342+354.1% |
| Participant deferral / active EE | $4,594 | $2,823+62.7% | $3,547+29.5% | $3,332+37.9% |
| Admin fee / account holder | $8,455 | $4,236+99.6% | $5,417+56.1% | $4,645+82.0% |