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 | $190,428 | $69,977+172.1% | $108,579+75.4% | $62,891+202.8% |
| Participation rate | 87.0% | 72.9%+14.1pp | 79.6%+7.4pp | 69.3%+17.7pp |
| Annual return | 8.86% | 10.73%-1.9pp | -51.70%+60.6pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,916 | $2,135-10.2% | $3,758-49.0% | $2,281-16.0% |
| Participant deferral / active EE | $8,557 | $3,165+170.4% | $4,311+98.5% | $3,203+167.1% |
| Admin fee / account holder | $19,139 | $5,076+277.0% | $7,645+150.4% | $4,296+345.6% |