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 | $157,316 | $54,726+187.5% | $68,793+128.7% | $64,186+145.1% |
| Participation rate | 93.8% | 68.0%+25.7pp | 72.2%+21.5pp | 69.6%+24.2pp |
| Annual return | -6.78% | -1.62%-5.2pp | -4.63%-2.1pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,796 | $1,846+51.5% | $2,625+6.5% | $2,381+17.4% |
| Participant deferral / active EE | $4,762 | $2,626+81.3% | $3,311+43.8% | $3,470+37.3% |
| Admin fee / account holder | $3,608 | $4,027-10.4% | $5,131-29.7% | $4,888-26.2% |