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 | $124,189 | $49,280+152.0% | $67,313+84.5% | $64,186+93.5% |
| Participation rate | 97.3% | 60.8%+36.5pp | 69.1%+28.2pp | 69.6%+27.7pp |
| Annual return | -3.52% | -1.39%-2.1pp | -4.08%+0.6pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,256 | $1,668+35.2% | $2,566-12.1% | $2,381-5.2% |
| Participant deferral / active EE | $3,871 | $2,484+55.8% | $3,568+8.5% | $3,470+11.6% |
| Admin fee / account holder | $5,552 | $3,863+43.7% | $4,507+23.2% | $4,888+13.6% |