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 | $157,441 | $62,586+151.6% | $76,768+105.1% | $64,186+145.3% |
| Participation rate | 91.1% | 72.8%+18.3pp | 77.0%+14.1pp | 69.6%+21.5pp |
| Annual return | -5.96% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $4,306 | $1,832+135.0% | $2,485+73.3% | $2,381+80.9% |
| Participant deferral / active EE | $7,684 | $3,145+144.3% | $3,852+99.5% | $3,470+121.5% |
| Admin fee / account holder | $1,122 | $4,667-76.0% | $6,675-83.2% | $4,888-77.0% |