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 | $157,273 | $61,660+155.1% | $80,019+96.5% | $64,186+145.0% |
| Participation rate | 97.8% | 71.7%+26.1pp | 75.8%+21.9pp | 69.6%+28.2pp |
| Annual return | -1.71% | -0.33%-1.4pp | 11.22%-12.9pp | 7.63%-9.3pp |
| Employer contribution / active EE | $3,159 | $1,810+74.5% | $2,468+28.0% | $2,381+32.7% |
| Participant deferral / active EE | $6,165 | $2,968+107.7% | $3,686+67.3% | $3,470+77.7% |
| Admin fee / account holder | $13,933 | $5,417+157.2% | $6,521+113.7% | $4,888+185.0% |