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 | $159,737 | $64,707+146.9% | $112,228+42.3% | $68,494+133.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -19.33% | -11.40%-7.9pp | 27.45%-46.8pp | -7.84%-11.5pp |
| Employer contribution / active EE | $3,886 | $2,746+41.5% | $3,635+6.9% | $2,596+49.7% |
| Participant deferral / active EE | $5,250 | $3,565+47.3% | $4,728+11.1% | $4,027+30.4% |
| Admin fee / account holder | $3,378 | $5,232-35.4% | $6,410-47.3% | $5,403-37.5% |