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 | $178,800 | $71,883+148.7% | $86,677+106.3% | $68,494+161.0% |
| Participation rate | 85.1% | 72.2%+12.9pp | 76.6%+8.5pp | 67.9%+17.2pp |
| Annual return | -14.82% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,769 | $2,173+27.5% | $2,836-2.4% | $2,596+6.7% |
| Participant deferral / active EE | $6,912 | $3,779+82.9% | $4,656+48.5% | $4,027+71.6% |
| Admin fee / account holder | $13,629 | $6,112+123.0% | $7,493+81.9% | $5,403+152.3% |