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 9-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 | $216,819 | $59,805+262.5% | $79,550+172.6% | $68,494+216.5% |
| Participation rate | 90.3% | 61.1%+29.3pp | 69.5%+20.8pp | 67.9%+22.4pp |
| Annual return | 4.60% | -12.30%+16.9pp | 0.16%+4.4pp | -7.84%+12.4pp |
| Employer contribution / active EE | $3,006 | $1,505+99.8% | $2,413+24.6% | $2,596+15.8% |
| Participant deferral / active EE | $5,636 | $3,024+86.4% | $3,985+41.4% | $4,027+39.9% |
| Admin fee / account holder | $2,647 | $4,835-45.2% | $6,832-61.3% | $5,403-51.0% |