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 | $188,947 | $62,586+201.9% | $76,768+146.1% | $64,186+194.4% |
| Participation rate | 93.8% | 72.8%+20.9pp | 77.0%+16.8pp | 69.6%+24.2pp |
| Annual return | -4.25% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $11,322 | $1,832+518.0% | $2,485+355.6% | $2,381+375.6% |
| Participant deferral / active EE | $5,230 | $3,145+66.3% | $3,852+35.8% | $3,470+50.7% |
| Admin fee / account holder | $4,450 | $4,667-4.6% | $6,675-33.3% | $4,888-9.0% |