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 | $155,804 | $72,404+115.2% | $110,238+41.3% | $64,186+142.7% |
| Participation rate | 92.6% | 73.3%+19.3pp | 79.8%+12.8pp | 69.6%+23.0pp |
| Annual return | -5.71% | -6.29%+0.6pp | 314.74%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $3,175 | $2,282+39.1% | $3,826-17.0% | $2,381+33.3% |
| Participant deferral / active EE | $4,415 | $3,469+27.3% | $4,672-5.5% | $3,470+27.2% |
| Admin fee / account holder | $5,227 | $5,664-7.7% | $8,547-38.8% | $4,888+6.9% |