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 | $179,883 | $71,883+150.2% | $86,677+107.5% | $68,494+162.6% |
| Participation rate | 82.9% | 72.2%+10.7pp | 76.6%+6.4pp | 67.9%+15.0pp |
| Annual return | -14.87% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,231 | $2,173+48.7% | $2,836+13.9% | $2,596+24.5% |
| Participant deferral / active EE | $6,768 | $3,779+79.1% | $4,656+45.4% | $4,027+68.1% |
| Admin fee / account holder | $5,506 | $6,112-9.9% | $7,493-26.5% | $5,403+1.9% |