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 | $180,175 | $67,411+167.3% | $91,001+98.0% | $70,131+156.9% |
| Participation rate | 86.3% | 71.4%+14.9pp | 75.6%+10.7pp | 69.5%+16.7pp |
| Annual return | 13.66% | -40.16%+53.8pp | 4.60%+9.1pp | 73.14%-59.5pp |
| Employer contribution / active EE | $2,134 | $1,786+19.5% | $2,456-13.1% | $2,342-8.9% |
| Participant deferral / active EE | $6,216 | $2,823+120.2% | $3,547+75.2% | $3,332+86.6% |
| Admin fee / account holder | $35,414 | $4,236+736.0% | $5,417+553.7% | $4,645+662.4% |