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 | $223,001 | $97,125+129.6% | $86,233+158.6% | $137,256+62.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 17.09% | 74.19%-57.1pp | 61.39%-44.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,781 | $2,841-37.3% | $2,504-28.9% | $4,156-57.2% |
| Participant deferral / active EE | $5,503 | $5,180+6.2% | $4,559+20.7% | $6,407-14.1% |
| Admin fee / account holder | $3,454 | $9,725-64.5% | $8,342-58.6% | $12,270-71.9% |