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 | $244,400 | $64,839+276.9% | $95,585+155.7% | $84,808+188.2% |
| Participation rate | 78.0% | 63.8%+14.2pp | 72.1%+5.9pp | 68.3%+9.7pp |
| Annual return | 15.19% | -670.96%+686.2pp | 38.56%-23.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,694 | $1,759-3.7% | $2,527-33.0% | $2,631-35.6% |
| Participant deferral / active EE | $5,909 | $2,965+99.3% | $4,023+46.9% | $4,212+40.3% |
| Admin fee / account holder | $4,020 | $5,964-32.6% | $6,127-34.4% | $7,344-45.3% |