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 | $162,871 | $42,894+279.7% | $60,874+167.6% | $68,494+137.8% |
| Participation rate | 95.2% | 66.8%+28.4pp | 73.1%+22.1pp | 67.9%+27.3pp |
| Annual return | -9.92% | -13.98%+4.1pp | 16.90%-26.8pp | -7.84%-2.1pp |
| Employer contribution / active EE | $3,782 | $1,978+91.2% | $2,701+40.0% | $2,596+45.7% |
| Participant deferral / active EE | $5,187 | $2,867+80.9% | $3,817+35.9% | $4,027+28.8% |
| Admin fee / account holder | $2,745 | $3,101-11.5% | $3,224-14.9% | $5,403-49.2% |