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 | $159,582 | $43,327+268.3% | $59,878+166.5% | $64,186+148.6% |
| Participation rate | 95.6% | 69.2%+26.4pp | 74.7%+20.9pp | 69.6%+26.0pp |
| Annual return | -2.42% | -1.55%-0.9pp | 3.46%-5.9pp | 7.63%-10.1pp |
| Employer contribution / active EE | $4,837 | $2,028+138.4% | $2,722+77.7% | $2,381+103.1% |
| Participant deferral / active EE | $5,403 | $2,546+112.2% | $3,402+58.8% | $3,470+55.7% |
| Admin fee / account holder | $3,344 | $3,005+11.3% | $3,590-6.9% | $4,888-31.6% |