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 | $184,675 | $61,774+199.0% | $97,226+89.9% | $80,856+128.4% |
| Participation rate | 90.4% | 63.5%+26.9pp | 72.7%+17.7pp | 67.6%+22.7pp |
| Annual return | 13.66% | -557.90%+571.6pp | 75.13%-61.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,458 | $1,837-20.6% | $2,729-46.6% | $2,755-47.1% |
| Participant deferral / active EE | $4,900 | $3,029+61.8% | $4,264+14.9% | $4,296+14.1% |
| Admin fee / account holder | $1,377 | $5,166-73.3% | $5,654-75.6% | $6,918-80.1% |