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 | $179,194 | $62,586+186.3% | $76,768+133.4% | $64,186+179.2% |
| Participation rate | 98.1% | 72.8%+25.3pp | 77.0%+21.1pp | 69.6%+28.5pp |
| Annual return | -3.27% | -1.95%-1.3pp | 2.43%-5.7pp | 7.63%-10.9pp |
| Employer contribution / active EE | $4,407 | $1,832+140.6% | $2,485+77.3% | $2,381+85.1% |
| Participant deferral / active EE | $6,755 | $3,145+114.8% | $3,852+75.4% | $3,470+94.7% |
| Admin fee / account holder | $2,253 | $4,667-51.7% | $6,675-66.3% | $4,888-53.9% |