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 | $172,142 | $56,484+204.8% | $169,463+1.6% | $64,186+168.2% |
| Participation rate | 80.0% | 64.5%+15.5pp | 77.8%+2.2pp | 69.6%+10.4pp |
| Annual return | -6.61% | -1.55%-5.1pp | 1.83%-8.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,572 | $3,448+119.6% | $5,277+43.5% | $3,470+118.2% |
| Admin fee / account holder | $25,480 | $4,174+510.4% | $9,109+179.7% | $4,888+421.3% |