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 | $165,619 | $71,883+130.4% | $86,677+91.1% | $68,494+141.8% |
| Participation rate | 81.7% | 72.2%+9.4pp | 76.6%+5.1pp | 67.9%+13.8pp |
| Annual return | -12.81% | 3.52%-16.3pp | 35.91%-48.7pp | -7.84%-5.0pp |
| Employer contribution / active EE | $5,977 | $2,173+175.1% | $2,836+110.7% | $2,596+130.2% |
| Participant deferral / active EE | $8,145 | $3,779+115.5% | $4,656+74.9% | $4,027+102.2% |
| Admin fee / account holder | $4,389 | $6,112-28.2% | $7,493-41.4% | $5,403-18.8% |