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 5-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 | $191,111 | $64,707+195.3% | $112,228+70.3% | $68,494+179.0% |
| Participation rate | 86.8% | 67.2%+19.7pp | 75.1%+11.8pp | 67.9%+19.0pp |
| Annual return | 3.27% | -11.40%+14.7pp | 27.45%-24.2pp | -7.84%+11.1pp |
| Employer contribution / active EE | $19,079 | $2,746+594.8% | $3,635+424.9% | $2,596+634.9% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,580 | $5,232-31.6% | $6,410-44.2% | $5,403-33.7% |