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 | $160,370 | $56,484+183.9% | $169,463-5.4% | $64,186+149.9% |
| Participation rate | 89.8% | 64.5%+25.2pp | 77.8%+12.0pp | 69.6%+20.2pp |
| Annual return | -2.62% | -1.55%-1.1pp | 1.83%-4.4pp | 7.63%-10.3pp |
| Employer contribution / active EE | $5,133 | $1,832+180.1% | $4,159+23.4% | $2,381+115.6% |
| Participant deferral / active EE | $10,738 | $3,448+211.5% | $5,277+103.5% | $3,470+209.5% |
| Admin fee / account holder | $7,277 | $4,174+74.3% | $9,109-20.1% | $4,888+48.9% |