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 | $156,476 | $62,586+150.0% | $76,768+103.8% | $64,186+143.8% |
| Participation rate | 96.8% | 72.8%+24.0pp | 77.0%+19.8pp | 69.6%+27.2pp |
| Annual return | -5.16% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,227 | $1,832+76.1% | $2,485+29.8% | $2,381+35.5% |
| Participant deferral / active EE | $3,677 | $3,145+16.9% | $3,852-4.5% | $3,470+6.0% |
| Admin fee / account holder | $9,639 | $4,667+106.5% | $6,675+44.4% | $4,888+97.2% |