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 | $207,915 | $56,484+268.1% | $169,463+22.7% | $64,186+223.9% |
| Participation rate | 83.0% | 64.5%+18.5pp | 77.8%+5.2pp | 69.6%+13.5pp |
| Annual return | -6.56% | -1.55%-5.0pp | 1.83%-8.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,517 | $1,832-17.2% | $4,159-63.5% | $2,381-36.3% |
| Participant deferral / active EE | $9,652 | $3,448+179.9% | $5,277+82.9% | $3,470+178.2% |
| Admin fee / account holder | $6,043 | $4,174+44.8% | $9,109-33.7% | $4,888+23.6% |