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 | $193,115 | $77,813+148.2% | $123,544+56.3% | $64,186+200.9% |
| Participation rate | 83.9% | 74.7%+9.2pp | 82.3%+1.6pp | 69.6%+14.3pp |
| Annual return | -6.38% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,581 | $3,014-47.5% | $4,628-65.8% | $2,381-33.6% |
| Participant deferral / active EE | $4,130 | $5,240-21.2% | $6,426-35.7% | $3,470+19.0% |
| Admin fee / account holder | $692 | $5,519-87.5% | $9,284-92.5% | $4,888-85.8% |