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 | $181,178 | $49,280+267.7% | $67,313+169.2% | $64,186+182.3% |
| Participation rate | 92.3% | 60.8%+31.5pp | 69.1%+23.2pp | 69.6%+22.7pp |
| Annual return | -1.83% | -1.39%-0.4pp | -4.08%+2.3pp | 7.63%-9.5pp |
| Employer contribution / active EE | $3,801 | $1,668+127.8% | $2,566+48.1% | $2,381+59.6% |
| Participant deferral / active EE | $9,304 | $2,484+274.5% | $3,568+160.7% | $3,470+168.2% |
| Admin fee / account holder | $30,863 | $3,863+699.0% | $4,507+584.8% | $4,888+531.4% |