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 | $181,471 | $62,586+190.0% | $76,768+136.4% | $64,186+182.7% |
| Participation rate | 91.8% | 72.8%+19.0pp | 77.0%+14.9pp | 69.6%+22.3pp |
| Annual return | -4.61% | -1.95%-2.7pp | 2.43%-7.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,785 | $1,832-2.6% | $2,485-28.2% | $2,381-25.0% |
| Participant deferral / active EE | $8,393 | $3,145+166.9% | $3,852+117.9% | $3,470+141.9% |
| Admin fee / account holder | $7,849 | $4,667+68.2% | $6,675+17.6% | $4,888+60.6% |