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 | $186,195 | $94,529+97.0% | $140,016+33.0% | $64,186+190.1% |
| Participation rate | 92.2% | 84.1%+8.1pp | 87.5%+4.7pp | 69.6%+22.6pp |
| Annual return | -4.64% | 7.77%-12.4pp | 651.12%-655.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,317 | $3,812-39.2% | $5,606-58.7% | $2,381-2.7% |
| Participant deferral / active EE | $4,770 | $5,250-9.1% | $6,927-31.1% | $3,470+37.5% |
| Admin fee / account holder | $3,913 | $6,741-42.0% | $10,705-63.5% | $4,888-20.0% |