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 | $171,255 | $76,401+124.2% | $106,387+61.0% | $64,186+166.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.5%+22.5pp | 69.6%+30.4pp |
| Annual return | -1.22% | -2.19%+1.0pp | 0.25%-1.5pp | 7.63%-8.8pp |
| Employer contribution / active EE | $4,002 | $2,680+49.3% | $3,520+13.7% | $2,381+68.1% |
| Participant deferral / active EE | $3,290 | $4,274-23.0% | $5,421-39.3% | $3,470-5.2% |
| Admin fee / account holder | $5,071 | $4,610+10.0% | $7,510-32.5% | $4,888+3.7% |