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 | $237,075 | $64,707+266.4% | $112,228+111.2% | $68,494+246.1% |
| Participation rate | 92.3% | 67.2%+25.2pp | 75.1%+17.2pp | 67.9%+24.4pp |
| Annual return | -6.11% | -11.40%+5.3pp | 27.45%-33.6pp | -7.84%+1.7pp |
| Employer contribution / active EE | $5,390 | $2,746+96.3% | $3,635+48.3% | $2,596+107.6% |
| Participant deferral / active EE | $8,911 | $3,565+150.0% | $4,728+88.5% | $4,027+121.3% |
| Admin fee / account holder | $4,935 | $5,232-5.7% | $6,410-23.0% | $5,403-8.7% |