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 | $242,988 | $62,586+288.2% | $76,768+216.5% | $64,186+278.6% |
| Participation rate | 94.0% | 72.8%+21.2pp | 77.0%+17.1pp | 69.6%+24.5pp |
| Annual return | -5.29% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $8,317 | $1,832+354.0% | $2,485+234.7% | $2,381+249.3% |
| Participant deferral / active EE | $5,127 | $3,145+63.0% | $3,852+33.1% | $3,470+47.8% |
| Admin fee / account holder | $4,038 | $4,667-13.5% | $6,675-39.5% | $4,888-17.4% |