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 | $183,320 | $83,908+118.5% | $68,509+167.6% | $125,391+46.2% |
| Participation rate | 91.3% | 78.2%+13.1pp | 74.7%+16.6pp | 83.2%+8.1pp |
| Annual return | -1.85% | 14.48%-16.3pp | 8.27%-10.1pp | 282.22%-284.1pp |
| Employer contribution / active EE | $4,225 | $3,031+39.4% | $2,278+85.5% | $4,866-13.2% |
| Participant deferral / active EE | $6,382 | $4,125+54.7% | $3,382+88.7% | $5,352+19.3% |
| Admin fee / account holder | $1,980 | $8,982-78.0% | $5,275-62.5% | $9,540-79.2% |