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 | $249,538 | $92,222+170.6% | $76,768+225.1% | $135,375+84.3% |
| Participation rate | 89.5% | 79.8%+9.7pp | 77.0%+12.5pp | 82.6%+6.8pp |
| Annual return | -6.23% | 5.46%-11.7pp | 2.43%-8.7pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,318 | $3,216+3.2% | $2,485+33.5% | $4,779-30.6% |
| Participant deferral / active EE | $7,997 | $4,509+77.4% | $3,852+107.6% | $5,609+42.6% |
| Admin fee / account holder | $3,843 | $10,748-64.2% | $6,675-42.4% | $10,827-64.5% |