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 | $182,325 | $73,867+146.8% | $143,757+26.8% | $68,494+166.2% |
| Participation rate | 85.7% | 66.7%+19.1pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -18.09% | 1.01%-19.1pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $6,265 | $3,184+96.8% | $4,951+26.5% | $2,596+141.3% |
| Participant deferral / active EE | $4,219 | $3,384+24.7% | $5,637-25.2% | $4,027+4.8% |
| Admin fee / account holder | $6,184 | $5,755+7.5% | $14,673-57.9% | $5,403+14.5% |