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 | $174,477 | $62,586+178.8% | $76,768+127.3% | $64,186+171.8% |
| Participation rate | 97.6% | 72.8%+24.7pp | 77.0%+20.6pp | 69.6%+28.0pp |
| Annual return | -5.17% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,905 | $1,832+113.2% | $2,485+57.1% | $2,381+64.0% |
| Participant deferral / active EE | $2,235 | $3,145-28.9% | $3,852-42.0% | $3,470-35.6% |
| Admin fee / account holder | $3,567 | $4,667-23.6% | $6,675-46.6% | $4,888-27.0% |