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 | $164,083 | $62,586+162.2% | $76,768+113.7% | $64,186+155.6% |
| Participation rate | 98.5% | 72.8%+25.7pp | 77.0%+21.5pp | 69.6%+28.9pp |
| Annual return | -5.92% | -1.95%-4.0pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,667 | $1,832-9.0% | $2,485-32.9% | $2,381-30.0% |
| Participant deferral / active EE | $6,914 | $3,145+119.9% | $3,852+79.5% | $3,470+99.3% |
| Admin fee / account holder | $1,456 | $4,667-68.8% | $6,675-78.2% | $4,888-70.2% |