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 | $235,369 | $54,726+330.1% | $68,793+242.1% | $64,186+266.7% |
| Participation rate | 93.1% | 68.0%+25.1pp | 72.2%+20.9pp | 69.6%+23.5pp |
| Annual return | 4.87% | -1.62%+6.5pp | -4.63%+9.5pp | 7.63%-2.8pp |
| Employer contribution / active EE | $2,658 | $1,846+44.0% | $2,625+1.2% | $2,381+11.6% |
| Participant deferral / active EE | $4,387 | $2,626+67.1% | $3,311+32.5% | $3,470+26.5% |
| Admin fee / account holder | $13,382 | $4,027+232.3% | $5,131+160.8% | $4,888+173.8% |