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 | $176,081 | $61,660+185.6% | $80,019+120.0% | $64,186+174.3% |
| Participation rate | 80.8% | 71.7%+9.1pp | 75.8%+4.9pp | 69.6%+11.2pp |
| Annual return | -5.23% | -0.33%-4.9pp | 11.22%-16.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,799 | $1,810+54.6% | $2,468+13.4% | $2,381+17.6% |
| Participant deferral / active EE | $4,379 | $2,968+47.6% | $3,686+18.8% | $3,470+26.2% |
| Admin fee / account holder | $17,167 | $5,417+216.9% | $6,521+163.3% | $4,888+251.2% |