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 | $135,538 | $56,484+140.0% | $169,463-20.0% | $64,186+111.2% |
| Participation rate | 96.7% | 64.5%+32.1pp | 77.8%+18.9pp | 69.6%+27.1pp |
| Annual return | -6.07% | -1.55%-4.5pp | 1.83%-7.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,088 | $1,832-40.6% | $4,159-73.8% | $2,381-54.3% |
| Participant deferral / active EE | $6,150 | $3,448+78.4% | $5,277+16.6% | $3,470+77.3% |
| Admin fee / account holder | $9,127 | $4,174+118.6% | $9,109+0.2% | $4,888+86.7% |