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 | $233,873 | $64,707+261.4% | $112,228+108.4% | $68,494+241.4% |
| Participation rate | 98.9% | 67.2%+31.8pp | 75.1%+23.9pp | 67.9%+31.0pp |
| Annual return | 4.41% | -11.40%+15.8pp | 27.45%-23.0pp | -7.84%+12.3pp |
| Employer contribution / active EE | $4,838 | $2,746+76.2% | $3,635+33.1% | $2,596+86.3% |
| Participant deferral / active EE | $7,346 | $3,565+106.1% | $4,728+55.4% | $4,027+82.4% |
| Admin fee / account holder | $1,622 | $5,232-69.0% | $6,410-74.7% | $5,403-70.0% |