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 | $158,830 | $71,883+121.0% | $86,677+83.2% | $68,494+131.9% |
| Participation rate | 82.8% | 72.2%+10.5pp | 76.6%+6.2pp | 67.9%+14.9pp |
| Annual return | -17.59% | 3.52%-21.1pp | 35.91%-53.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,398 | $2,173-35.7% | $2,836-50.7% | $2,596-46.2% |
| Participant deferral / active EE | $6,351 | $3,779+68.1% | $4,656+36.4% | $4,027+57.7% |
| Admin fee / account holder | $762 | $6,112-87.5% | $7,493-89.8% | $5,403-85.9% |