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 | $243,079 | $50,958+377.0% | $74,550+226.1% | $64,186+278.7% |
| Participation rate | 86.5% | 61.1%+25.4pp | 69.1%+17.3pp | 69.6%+16.9pp |
| Annual return | 4.28% | -1.86%+6.1pp | 32.53%-28.3pp | 7.63%-3.4pp |
| Employer contribution / active EE | $1,244 | $1,115+11.5% | $1,961-36.6% | $2,381-47.8% |
| Participant deferral / active EE | $2,600 | $2,301+13.0% | $3,108-16.4% | $3,470-25.1% |
| Admin fee / account holder | $11,762 | $4,223+178.5% | $5,060+132.5% | $4,888+140.6% |