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 | $167,029 | $50,958+227.8% | $74,550+124.1% | $64,186+160.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -8.02% | -1.86%-6.2pp | 32.53%-40.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,622 | $1,115+45.4% | $1,961-17.3% | $2,381-31.9% |
| Participant deferral / active EE | $5,876 | $2,301+155.3% | $3,108+89.1% | $3,470+69.4% |
| Admin fee / account holder | $3,443 | $4,223-18.5% | $5,060-31.9% | $4,888-29.6% |