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 9-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 | $152,811 | $61,660+147.8% | $80,019+91.0% | $64,186+138.1% |
| Participation rate | 73.1% | 71.7%+1.4pp | 75.8%-2.8pp | 69.6%+3.5pp |
| Annual return | -4.44% | -0.33%-4.1pp | 11.22%-15.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $4,282 | $1,810+136.5% | $2,468+73.5% | $2,381+79.9% |
| Participant deferral / active EE | $5,000 | $2,968+68.5% | $3,686+35.7% | $3,470+44.1% |
| Admin fee / account holder | $32,797 | $5,417+505.4% | $6,521+403.0% | $4,888+571.0% |