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 | $187,401 | $58,577+219.9% | $83,333+124.9% | $64,186+192.0% |
| Participation rate | 93.2% | 72.0%+21.1pp | 77.8%+15.4pp | 69.6%+23.6pp |
| Annual return | -3.84% | 9.65%-13.5pp | 10.63%-14.5pp | 7.63%-11.5pp |
| Employer contribution / active EE | $7,374 | $2,098+251.4% | $3,379+118.2% | $2,381+209.7% |
| Participant deferral / active EE | $14,747 | $4,654+216.9% | $5,565+165.0% | $3,470+325.0% |
| Admin fee / account holder | $5,379 | $9,275-42.0% | $7,510-28.4% | $4,888+10.0% |