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 | $178,745 | $73,867+142.0% | $143,757+24.3% | $68,494+161.0% |
| Participation rate | 93.1% | 66.7%+26.4pp | 80.3%+12.7pp | 67.9%+25.2pp |
| Annual return | -13.10% | 1.01%-14.1pp | -0.04%-13.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $5,829 | $3,184+83.1% | $4,951+17.7% | $2,596+124.5% |
| Participant deferral / active EE | $5,747 | $3,384+69.8% | $5,637+1.9% | $4,027+42.7% |
| Admin fee / account holder | $8,272 | $5,755+43.7% | $14,673-43.6% | $5,403+53.1% |