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 | $158,252 | $71,883+120.2% | $86,677+82.6% | $68,494+131.0% |
| Participation rate | 76.4% | 72.2%+4.1pp | 76.6%-0.2pp | 67.9%+8.5pp |
| Annual return | -5.48% | 3.52%-9.0pp | 35.91%-41.4pp | -7.84%+2.4pp |
| Employer contribution / active EE | $3,274 | $2,173+50.7% | $2,836+15.4% | $2,596+26.1% |
| Participant deferral / active EE | $5,072 | $3,779+34.2% | $4,656+8.9% | $4,027+26.0% |
| Admin fee / account holder | $12,657 | $6,112+107.1% | $7,493+68.9% | $5,403+134.3% |