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 | $171,917 | $72,404+137.4% | $110,238+56.0% | $64,186+167.8% |
| Participation rate | 96.2% | 73.3%+22.8pp | 79.8%+16.3pp | 69.6%+26.6pp |
| Annual return | -5.98% | -6.29%+0.3pp | 314.74%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,486 | $2,282-34.9% | $3,826-61.2% | $2,381-37.6% |
| Participant deferral / active EE | $7,484 | $3,469+115.7% | $4,672+60.2% | $3,470+115.7% |
| Admin fee / account holder | $2,911 | $5,664-48.6% | $8,547-65.9% | $4,888-40.4% |