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 | $161,794 | $54,726+195.6% | $68,793+135.2% | $64,186+152.1% |
| Participation rate | 91.7% | 68.0%+23.6pp | 72.2%+19.4pp | 69.6%+22.1pp |
| Annual return | -4.45% | -1.62%-2.8pp | -4.63%+0.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $4,872 | $1,846+163.9% | $2,625+85.6% | $2,381+104.6% |
| Participant deferral / active EE | $3,374 | $2,626+28.5% | $3,311+1.9% | $3,470-2.8% |
| Admin fee / account holder | $15,688 | $4,027+289.6% | $5,131+205.8% | $4,888+220.9% |