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 | $164,524 | $59,805+175.1% | $79,550+106.8% | $68,494+140.2% |
| Participation rate | 82.0% | 61.1%+20.9pp | 69.5%+12.5pp | 67.9%+14.1pp |
| Annual return | -1.45% | -12.30%+10.9pp | 0.16%-1.6pp | -7.84%+6.4pp |
| Employer contribution / active EE | $2,701 | $1,505+79.5% | $2,413+11.9% | $2,596+4.0% |
| Participant deferral / active EE | $6,710 | $3,024+121.9% | $3,985+68.4% | $4,027+66.6% |
| Admin fee / account holder | $787 | $4,835-83.7% | $6,832-88.5% | $5,403-85.4% |