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 | $183,976 | $77,813+136.4% | $123,544+48.9% | $64,186+186.6% |
| Participation rate | 89.4% | 74.7%+14.7pp | 82.3%+7.1pp | 69.6%+19.8pp |
| Annual return | -4.24% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $3,144 | $3,014+4.3% | $4,628-32.1% | $2,381+32.0% |
| Participant deferral / active EE | $12,014 | $5,240+129.3% | $6,426+87.0% | $3,470+246.3% |
| Admin fee / account holder | $7,944 | $5,519+44.0% | $9,284-14.4% | $4,888+62.5% |