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 | $185,219 | $62,586+195.9% | $76,768+141.3% | $64,186+188.6% |
| Participation rate | 96.0% | 72.8%+23.2pp | 77.0%+19.0pp | 69.6%+26.4pp |
| Annual return | -6.59% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,000 | $1,832+9.2% | $2,485-19.5% | $2,381-16.0% |
| Participant deferral / active EE | $4,465 | $3,145+42.0% | $3,852+15.9% | $3,470+28.7% |
| Admin fee / account holder | $3,245 | $4,667-30.5% | $6,675-51.4% | $4,888-33.6% |