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 | $178,625 | $73,867+141.8% | $143,757+24.3% | $68,494+160.8% |
| Participation rate | 85.5% | 66.7%+18.8pp | 80.3%+5.1pp | 67.9%+17.6pp |
| Annual return | -16.63% | 1.01%-17.6pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $5,410 | $3,184+69.9% | $4,951+9.3% | $2,596+108.4% |
| Participant deferral / active EE | $4,845 | $3,384+43.2% | $5,637-14.0% | $4,027+20.3% |
| Admin fee / account holder | $1,151 | $5,755-80.0% | $14,673-92.2% | $5,403-78.7% |