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 | $165,572 | $71,883+130.3% | $86,677+91.0% | $68,494+141.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.43% | 3.52%-19.0pp | 35.91%-51.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $5,412 | $2,173+149.1% | $2,836+90.8% | $2,596+108.4% |
| Participant deferral / active EE | $4,852 | $3,779+28.4% | $4,656+4.2% | $4,027+20.5% |
| Admin fee / account holder | $2,484 | $6,112-59.4% | $7,493-66.8% | $5,403-54.0% |