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 | $163,657 | $77,813+110.3% | $123,544+32.5% | $64,186+155.0% |
| Participation rate | 93.9% | 74.7%+19.2pp | 82.3%+11.6pp | 69.6%+24.3pp |
| Annual return | -5.65% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $3,287 | $3,014+9.1% | $4,628-29.0% | $2,381+38.1% |
| Participant deferral / active EE | $7,626 | $5,240+45.5% | $6,426+18.7% | $3,470+119.8% |
| Admin fee / account holder | $5,606 | $5,519+1.6% | $9,284-39.6% | $4,888+14.7% |