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 | $194,852 | $62,586+211.3% | $76,768+153.8% | $64,186+203.6% |
| Participation rate | 85.2% | 72.8%+12.4pp | 77.0%+8.2pp | 69.6%+15.6pp |
| Annual return | -4.66% | -1.95%-2.7pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,667 | $1,832+45.6% | $2,485+7.3% | $2,381+12.0% |
| Participant deferral / active EE | $7,593 | $3,145+141.5% | $3,852+97.2% | $3,470+118.9% |
| Admin fee / account holder | $2,799 | $4,667-40.0% | $6,675-58.1% | $4,888-42.7% |