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 | $180,884 | $64,707+179.5% | $112,228+61.2% | $68,494+164.1% |
| Participation rate | 97.7% | 67.2%+30.5pp | 75.1%+22.6pp | 67.9%+29.8pp |
| Annual return | -14.20% | -11.40%-2.8pp | 27.45%-41.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $5,698 | $2,746+107.5% | $3,635+56.8% | $2,596+119.4% |
| Participant deferral / active EE | $10,046 | $3,565+181.8% | $4,728+112.5% | $4,027+149.5% |
| Admin fee / account holder | $5,414 | $5,232+3.5% | $6,410-15.5% | $5,403+0.2% |