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 | $191,504 | $77,813+146.1% | $123,544+55.0% | $64,186+198.4% |
| Participation rate | 83.9% | 74.7%+9.2pp | 82.3%+1.6pp | 69.6%+14.3pp |
| Annual return | -3.86% | 12.48%-16.3pp | 119.20%-123.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,936 | $3,014-35.8% | $4,628-58.2% | $2,381-18.7% |
| Participant deferral / active EE | $5,533 | $5,240+5.6% | $6,426-13.9% | $3,470+59.5% |
| Admin fee / account holder | $550 | $5,519-90.0% | $9,284-94.1% | $4,888-88.7% |