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 | $167,175 | $62,586+167.1% | $76,768+117.8% | $64,186+160.5% |
| Participation rate | 92.7% | 72.8%+19.9pp | 77.0%+15.7pp | 69.6%+23.1pp |
| Annual return | -4.11% | -1.95%-2.2pp | 2.43%-6.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,172 | $1,832-36.1% | $2,485-52.9% | $2,381-50.8% |
| Participant deferral / active EE | $9,072 | $3,145+188.5% | $3,852+135.5% | $3,470+161.5% |
| Admin fee / account holder | $8,501 | $4,667+82.1% | $6,675+27.4% | $4,888+73.9% |