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 4-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 | $183,900 | $54,350+238.4% | $82,719+122.3% | $68,494+168.5% |
| Participation rate | 94.9% | 63.9%+31.0pp | 72.6%+22.4pp | 67.9%+27.0pp |
| Annual return | 4.57% | -13.67%+18.2pp | 701.18%-696.6pp | -7.84%+12.4pp |
| Employer contribution / active EE | $8,633 | $2,218+289.2% | $3,009+186.9% | $2,596+232.5% |
| Participant deferral / active EE | $11,005 | $3,246+239.0% | $4,395+150.4% | $4,027+173.3% |
| Admin fee / account holder | $14,967 | $4,395+240.5% | $5,329+180.9% | $5,403+177.0% |