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 | $130,832 | $54,726+139.1% | $68,793+90.2% | $64,186+103.8% |
| Participation rate | 72.4% | 68.0%+4.4pp | 72.2%+0.2pp | 69.6%+2.8pp |
| Annual return | -7.28% | -1.62%-5.7pp | -4.63%-2.6pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,773 | $1,846+50.2% | $2,625+5.6% | $2,381+16.5% |
| Participant deferral / active EE | $5,540 | $2,626+110.9% | $3,311+67.3% | $3,470+59.7% |
| Admin fee / account holder | $738 | $4,027-81.7% | $5,131-85.6% | $4,888-84.9% |