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 | $155,419 | $56,484+175.2% | $169,463-8.3% | $64,186+142.1% |
| Participation rate | 91.7% | 64.5%+27.1pp | 77.8%+13.9pp | 69.6%+22.1pp |
| Annual return | -4.62% | -1.55%-3.1pp | 1.83%-6.4pp | 7.63%-12.3pp |
| Employer contribution / active EE | $5,675 | $1,832+209.7% | $4,159+36.5% | $2,381+138.4% |
| Participant deferral / active EE | $11,139 | $3,448+223.1% | $5,277+111.1% | $3,470+221.0% |
| Admin fee / account holder | $5,519 | $4,174+32.2% | $9,109-39.4% | $4,888+12.9% |