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 | $226,353 | $62,586+261.7% | $76,768+194.9% | $64,186+252.7% |
| Participation rate | 95.9% | 72.8%+23.1pp | 77.0%+19.0pp | 69.6%+26.4pp |
| Annual return | -6.92% | -1.95%-5.0pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,689 | $1,832-7.8% | $2,485-32.0% | $2,381-29.0% |
| Participant deferral / active EE | $5,373 | $3,145+70.9% | $3,852+39.5% | $3,470+54.9% |
| Admin fee / account holder | $11,847 | $4,667+153.8% | $6,675+77.5% | $4,888+142.4% |