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 | $198,526 | $127,386+55.8% | $115,037+72.6% | $125,391+58.3% |
| Participation rate | 95.2% | 84.2%+11.1pp | 81.4%+13.9pp | 83.2%+12.0pp |
| Annual return | -0.79% | 31.28%-32.1pp | 26.14%-26.9pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,893 | $5,166-63.3% | $4,608-58.9% | $4,866-61.1% |
| Participant deferral / active EE | $4,631 | $6,423-27.9% | $6,026-23.2% | $5,352-13.5% |
| Admin fee / account holder | $13,202 | $9,516+38.7% | $8,175+61.5% | $9,540+38.4% |