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 | $161,072 | $67,411+138.9% | $91,001+77.0% | $70,131+129.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 16.68% | -40.16%+56.8pp | 4.60%+12.1pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,379 | $1,786-22.8% | $2,456-43.8% | $2,342-41.1% |
| Participant deferral / active EE | $3,166 | $2,823+12.2% | $3,547-10.8% | $3,332-5.0% |
| Admin fee / account holder | $9,522 | $4,236+124.8% | $5,417+75.8% | $4,645+105.0% |