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 | $172,590 | $62,586+175.8% | $76,768+124.8% | $64,186+168.9% |
| Participation rate | 86.9% | 72.8%+14.1pp | 77.0%+9.9pp | 69.6%+17.3pp |
| Annual return | -5.86% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,173 | $1,832+73.2% | $2,485+27.7% | $2,381+33.3% |
| Participant deferral / active EE | $7,446 | $3,145+136.8% | $3,852+93.3% | $3,470+114.6% |
| Admin fee / account holder | $8,513 | $4,667+82.4% | $6,675+27.5% | $4,888+74.2% |