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 | $199,898 | $56,484+253.9% | $169,463+18.0% | $64,186+211.4% |
| Participation rate | 92.9% | 64.5%+28.3pp | 77.8%+15.1pp | 69.6%+23.3pp |
| Annual return | -2.64% | -1.55%-1.1pp | 1.83%-4.5pp | 7.63%-10.3pp |
| Employer contribution / active EE | $3,917 | $1,832+113.8% | $4,159-5.8% | $2,381+64.5% |
| Participant deferral / active EE | $9,416 | $3,448+173.1% | $5,277+78.4% | $3,470+171.4% |
| Admin fee / account holder | $3,227 | $4,174-22.7% | $9,109-64.6% | $4,888-34.0% |