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 | $147,417 | $71,883+105.1% | $86,677+70.1% | $68,494+115.2% |
| Participation rate | 96.0% | 72.2%+23.8pp | 76.6%+19.4pp | 67.9%+28.1pp |
| Annual return | -5.95% | 3.52%-9.5pp | 35.91%-41.9pp | -7.84%+1.9pp |
| Employer contribution / active EE | $1,252 | $2,173-42.4% | $2,836-55.9% | $2,596-51.8% |
| Participant deferral / active EE | $5,473 | $3,779+44.8% | $4,656+17.5% | $4,027+35.9% |
| Admin fee / account holder | $3,343 | $6,112-45.3% | $7,493-55.4% | $5,403-38.1% |