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 | $165,296 | $67,411+145.2% | $91,001+81.6% | $70,131+135.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 17.16% | -40.16%+57.3pp | 4.60%+12.6pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,788 | $1,786+0.1% | $2,456-27.2% | $2,342-23.7% |
| Participant deferral / active EE | $5,770 | $2,823+104.4% | $3,547+62.7% | $3,332+73.2% |
| Admin fee / account holder | $6,206 | $4,236+46.5% | $5,417+14.6% | $4,645+33.6% |