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 | $173,907 | $73,867+135.4% | $143,757+21.0% | $68,494+153.9% |
| Participation rate | 79.2% | 66.7%+12.6pp | 80.3%-1.1pp | 67.9%+11.4pp |
| Annual return | -15.63% | 1.01%-16.6pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $8,594 | $3,184+169.9% | $4,951+73.6% | $2,596+231.0% |
| Participant deferral / active EE | $6,149 | $3,384+81.7% | $5,637+9.1% | $4,027+52.7% |
| Admin fee / account holder | $10,890 | $5,755+89.2% | $14,673-25.8% | $5,403+101.6% |