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 | $170,829 | $77,813+119.5% | $123,544+38.3% | $64,186+166.1% |
| Participation rate | 72.5% | 74.7%-2.2pp | 82.3%-9.8pp | 69.6%+2.9pp |
| Annual return | -6.32% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,167 | $3,014+5.1% | $4,628-31.6% | $2,381+33.0% |
| Participant deferral / active EE | $7,439 | $5,240+42.0% | $6,426+15.8% | $3,470+114.4% |
| Admin fee / account holder | $4,106 | $5,519-25.6% | $9,284-55.8% | $4,888-16.0% |