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 | $177,939 | $54,726+225.1% | $68,793+158.7% | $64,186+177.2% |
| Participation rate | 92.6% | 68.0%+24.6pp | 72.2%+20.4pp | 69.6%+23.0pp |
| Annual return | -4.57% | -1.62%-3.0pp | -4.63%+0.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,498 | $1,846-18.8% | $2,625-42.9% | $2,381-37.1% |
| Participant deferral / active EE | $6,474 | $2,626+146.5% | $3,311+95.5% | $3,470+86.6% |
| Admin fee / account holder | $4,135 | $4,027+2.7% | $5,131-19.4% | $4,888-15.4% |